';
+ // Kint::dump($excel_data);
+ if($error_data->error_type == 1){
+
+ $finalArray = [];
+ foreach ($error_data->error_data as $key => $value) {
+
+ foreach ($value as $key2 => $value2) {
+ $error_data = $value2->error;
+ $data = ['value' => $excel_data[$key][$value2->col_idx], 'error'=>$error_data,];
+ $excel_data[$key][$value2->col_idx] = $data;
+
+ }
+ array_push($finalArray, $excel_data[$key]);
+ }
+
+ foreach ($finalArray as $fkey => $value){
+ foreach ($value as $vkey => $arrayData){
+ if(!is_array($arrayData)){
+ $data = ['value' => $arrayData];
+ $finalArray[$fkey][$vkey] = $data;
+ }
}
}
- }
-
- $excelErrorData['excel_data'] = $finalArray;
- return $excelErrorData;
+
+ $excelErrorData['excel_data'] = $finalArray;
+ return $excelErrorData;
- }else if($error_data->error_type == 2){
+ }else if($error_data->error_type == 2){
- $allErrors = [];
- $typeTowArray = [];
+ $allErrors = [];
+ $typeTowArray = [];
- foreach ($error_data->error_data as $index => $item) {
+ foreach ($error_data->error_data as $index => $item) {
- foreach ($item as $field) {
- if (!isset($allErrors[$index])) {
- $allErrors[$index] = [];
+ foreach ($item as $field) {
+ if (!isset($allErrors[$index])) {
+ $allErrors[$index] = [];
+ }
+ $allErrors[$index] = array_merge($allErrors[$index], $field->error);
}
- $allErrors[$index] = array_merge($allErrors[$index], $field->error);
}
- }
- // dd(array_keys($allErrors));
- foreach ($allErrors as $key => $value){
- // echo $key;
- // print_r($value);
- foreach($excel_data as $excel_data_index => $excel_data_value)
- {
- if($excel_data_value[0] == $key)
+ // dd(array_keys($allErrors));
+ foreach ($allErrors as $key => $value){
+ // echo $key;
+ // print_r($value);
+ foreach($excel_data as $excel_data_index => $excel_data_value)
{
- $data = ['value' => $excel_data[$excel_data_index][1], 'error'=>$value,];
- $excel_data[$excel_data_index][1] = $data;
- array_push($typeTowArray, $excel_data[$excel_data_index]);
- break;
+ if($excel_data_value[0] == $key)
+ {
+ $data = ['value' => $excel_data[$excel_data_index][1], 'error'=>$value,];
+ $excel_data[$excel_data_index][1] = $data;
+ array_push($typeTowArray, $excel_data[$excel_data_index]);
+ break;
+ }
}
- }
-
- }
- // dd($data);
- foreach ($typeTowArray as $fkey => $value){
- foreach ($value as $vkey => $arrayData){
- if(!is_array($arrayData)){
- $data = ['value' => $arrayData];
- $typeTowArray[$fkey][$vkey] = $data;
+
+ }
+ // dd($data);
+ foreach ($typeTowArray as $fkey => $value){
+ foreach ($value as $vkey => $arrayData){
+ if(!is_array($arrayData)){
+ $data = ['value' => $arrayData];
+ $typeTowArray[$fkey][$vkey] = $data;
+ }
}
}
+
+ $excelErrorData['excel_data'] = $typeTowArray;
+ return $excelErrorData;
+
}
- $excelErrorData['excel_data'] = $typeTowArray;
- return $excelErrorData;
+ }catch (\Exception $e) {
+ // Handle any exceptions
+ $errorMessage = $e->getMessage();//die();
+ $this->myLogger->logme('error', $errorMessage);
+ return false; // You can return an error response here
+ }
+ }
- }
+ // ---------------------------------------------------------------------------------
- }catch (\Exception $e) {
- // Handle any exceptions
- $errorMessage = $e->getMessage();//die();
- $this->myLogger->logme('error', $errorMessage);
- return false; // You can return an error response here
- }
+ public function getFileMetaDataByFileId($file_id, $status = 'success')
+ {
-
-
- }
-
-
-// ---------------------------------------------------------------------------------
-
-public function getFileMetaDataByFileId($file_id, $status = 'success'){
-
- $data = $this->fileModel
+ $data = $this->fileModel
->select('files.*, clients.client_name, clients.short_name, policy_type.policy_type as policy_name,client_branch.branch_code')
->join('clients', 'clients.id = files.client_id')
->join('client_policy', 'client_policy.id = files.policy_id')
@@ -2016,11 +2146,9 @@ public function getFileMetaDataByFileId($file_id, $status = 'success'){
return ['msg_txt' => $msg_txt, 'user_id' => $user_id, 'url' => $url, 'status' => $status, 'title' => $msg_title];
}
-
-
- public function setPullNotification($data){
-
-
+
+ public function setPullNotification($data)
+ {
$array = ['message_text' => $data['msg_txt'], 'action_url' => $data['url'], 'msg_status' => $data['status'], 'msg_title' => $data['title']];
$jsonEncodeData = json_encode($array);
@@ -2031,17 +2159,14 @@ public function getFileMetaDataByFileId($file_id, $status = 'success'){
'role_id' => NULL,
'team_id' => NULL,
'message_type' => '1to1',
- ];
+ ];
-
- $this->messageModel->insert($msg_data);
-
-
-}
+ $this->messageModel->insert($msg_data);
+ }
public function employeesEnrollmentInsert($params)
{
- // dd($this->request);
+ // dd($this->request);
helper('excel_util_helper');
//get file name
$file_id = $params['file_id'];
@@ -2059,10 +2184,10 @@ public function getFileMetaDataByFileId($file_id, $status = 'success'){
if(!file_exists($file_name_with_path))
{
//file not found update status and reason
- $message = "Physical file not found";
+ $message = "Physical file not found";
// echo $message;
$this->myLogger->logme('error',($message . ' for file id ' . $file_id));
- $this->fileModel->where('id', $file_id)->set(['status' => 'failed','reason' => json_encode(['error_summary' => array_count_values([5]),'error_data' => $message])])->update();
+ $this->fileModel->where('id', $file_id)->set(['status' => 'failed','reason' => json_encode(['error_summary' => array_count_values([5]),'error_data' => $message])])->update();
return array('error_summary' => [5], 'error_data' => $message);
}
@@ -2077,7 +2202,8 @@ public function getFileMetaDataByFileId($file_id, $status = 'success'){
$allowedHighestColumn = end($columns_to_check);
$excel_data = $sheet->rangeToArray('A1:' . $allowedHighestColumn['col_cell_name'] . $highestRowAndColumn['row']);
// print_r($keys);die();
- //get existing units in the current branch
+
+ //get existing units in the current branch
$existing_units = $this->clientBranchModel->getExisitingUnits(client_id: $file['client_id'],client_branch_id: $file['client_branch_id']);
//remove header
unset($excel_data[0]);
@@ -2109,11 +2235,11 @@ public function getFileMetaDataByFileId($file_id, $status = 'success'){
{
$temp_unit = $existing_units[0];
}
-
+
$value['emp_code'] = $row[1];
$value['name'] = $row[2];
$value['doj'] = (!empty($row[3]) ? change_date_format($row[3],'d-M-Y','Y-m-d') : null );
- $value['gender'] = $row[4];
+ $value['gender'] = normalizeGender($row[4]);
$value['relationship'] = ucfirst(trim($row[5]));
$value['dob'] = change_date_format($row[6],'d-M-Y','Y-m-d');
$value['email_corporate'] = $row[7];
@@ -2149,10 +2275,10 @@ public function getFileMetaDataByFileId($file_id, $status = 'success'){
$policy_data['date_coverage'] = $row[13] != "" && $row[13] != null ? change_date_format($row[13],'d-M-Y','Y-m-d') : null;
$policy_data['client_policy_id'] = $file['policy_id'];
- $employee = $this->employeeModel->checkExistingEmployee($value,$file['client_branch_id']);
- unset($value['temp']);
+ $employee = $this->employeeModel->checkExistingEmployee($value,$file['client_branch_id']);
+ unset($value['temp']);
//save employee table
- // dd($employee['id']);
+ // dd($employee['id']);
if($employee !== null)
{
$value['updated_by'] = $file['created_by'];
@@ -2170,11 +2296,11 @@ public function getFileMetaDataByFileId($file_id, $status = 'success'){
$value = ExcelSanitizeHelper::sanitizeArrayData($value);
$this->employeeModel->save($value);
- if (isset($value['id']))
- { $emp_id = $value['id']; }
- else { $emp_id = $this->employeeModel->getInsertID();
+ if (isset($value['id']))
+ { $emp_id = $value['id']; }
+ else { $emp_id = $this->employeeModel->getInsertID();
$log_message .= $emp_id;
- }
+ }
// $emp_id = $this->employeeModel->getInsertID();
// if($emp_id != 0){ $log_message .= $emp_id; }
@@ -2232,8 +2358,8 @@ public function getFileMetaDataByFileId($file_id, $status = 'success'){
'employee_id' => $emp_id,
'mail_type' => 'member_welcome_mail',
];
- //store email and mail content via helper to send notification
- $emp_emails[] = sendMailNotification::sendMailNotification('member_welcome_mail', $params);
+ //store email and mail content via helper to send notification
+ $emp_emails[] = sendMailNotification::sendMailNotification('member_welcome_mail', $params);
}
}
}// endof if row is empty check
@@ -2241,7 +2367,7 @@ public function getFileMetaDataByFileId($file_id, $status = 'success'){
// dd($emp_emails);
- // for bulk mail queue job push
+ // for bulk mail queue job push
if (!empty($emp_emails) && count($emp_emails) > 0) {
$emp_emails = array_chunk($emp_emails, 20);
@@ -2259,6 +2385,142 @@ public function getFileMetaDataByFileId($file_id, $status = 'success'){
return true;
- }//end of employeesEnrollmentInsert
+ } //end of employeesEnrollmentInsert
+ // --------- MEMBER DATA AND INCEPTION DATA COMPARISION ------------------------------------------------------------------------
+
+ public function compareMemberDataAndInceptionData($params)
+ {
+ helper('excel_util_helper');
+
+ $file_id = $params['file_id'] ?? null;
+ if (empty($file_id)) {
+ return ['status' => false, 'msg' => 'File ID is missing'];
+ }
+
+ // ✅ Get File Data
+ $file = $this->fileModel->where(['is_active' => 1, 'id' => $file_id])->first();
+ if (empty($file)) {
+ return ['status' => false, 'msg' => 'File not found in DB'];
+ }
+
+ // ✅ Get Client Policy Data
+ $client_policy_data = $this->clientPolicyModel->where(['is_active' => 1, 'id' => $file['policy_id']])->first();
+ if (empty($client_policy_data)) {
+ return ['status' => false, 'msg' => 'Client policy data not found in DB (policy_id: ' . $file['policy_id'] . ')'];
+ }
+
+ // ✅ Get Lead Data
+ $leadModel = new LeadsModel();
+ $lead_data = $leadModel->where(['is_active' => 1, 'id' => $client_policy_data['is_from_lead']])->first();
+ if (empty($lead_data)) {
+ return ['status' => false, 'msg' => 'Lead data not found in DB (lead_id: ' . $client_policy_data['is_from_lead'] . ')'];
+ }
+
+ // ✅ Define File Paths
+ $inception_file_path = !empty($file['file_name']) ? WRITEPATH . "uploads/excel/" . $file['file_name'] : '';
+ $member_file_path = !empty($lead_data['file_name']) ? WRITEPATH . "uploads/lead_files/" . $lead_data['file_name'] : '';
+
+ // ✅ Check Inception File
+ if (empty($file['file_name']) || !file_exists($inception_file_path)) {
+ $message = empty($file['file_name']) ? "Inception file name is missing" : "Inception physical file not found";
+ $this->myLogger->logme('error', "$message for file id $file_id");
+ $this->fileModel->update($file_id, [
+ 'status' => 'failed',
+ 'reason' => json_encode(['error_summary' => [5], 'error_data' => $message])
+ ]);
+ return ['error_summary' => [5], 'error_data' => $message];
+ }
+
+ // ✅ Check Member File
+ if (empty($lead_data['file_name']) || !file_exists($member_file_path)) {
+ $message = empty($lead_data['file_name']) ? "Member file name is missing" : "Member data physical file not found";
+ $this->myLogger->logme('error', "$message for lead id {$lead_data['id']}");
+ $this->fileModel->update($file_id, [
+ 'status' => 'failed',
+ 'reason' => json_encode(['error_summary' => [5], 'error_data' => $message])
+ ]);
+ return ['error_summary' => [5], 'error_data' => $message];
+ }
+
+
+ // ✅ Read Inception Excel
+ $inception_columns = $this->inception_excel_columns;
+ $spreadsheet = \PhpOffice\PhpSpreadsheet\IOFactory::load($inception_file_path);
+ $sheet = $spreadsheet->getActiveSheet();
+ $highestRow = $sheet->getHighestDataRow();
+ $allowedColumn = end($inception_columns)['col_cell_name'];
+ $inception_data = $sheet->rangeToArray("A1:{$allowedColumn}{$highestRow}");
+ $inception_data = ExcelSanitizeHelper::sanitizeArrayData($inception_data);
+
+ // ✅ Read Member Excel
+ $member_columns = $this->member_data_excel_columns;
+ $spreadsheet2 = \PhpOffice\PhpSpreadsheet\IOFactory::load($member_file_path);
+ $sheet2 = $spreadsheet2->getSheet(0);
+ $highestRow2 = $sheet2->getHighestDataRow();
+ $allowedColumn2 = end($member_columns)['col_cell_name'];
+ $member_data = $sheet2->rangeToArray("A1:{$allowedColumn2}{$highestRow2}");
+ $member_data = ExcelSanitizeHelper::sanitizeArrayData($member_data);
+
+ // dd($inception_data, $member_data);
+
+ // ✅ Compare Inception Data with Member Data
+ $result = ['error_type' => 2, 'error_summary' => [], 'error_data' => []];
+
+ $inception_data_count = count($inception_data);
+ $member_data_count = count($member_data);
+
+ if ($inception_data_count !== $member_data_count) {
+ $result['error_summary'][] = 15;
+ $result['error_message'] = "
+ Inception Data Count:
+ {$inception_data_count}
+ Member Data Count:
+ {$member_data_count}";
+ }
+
+ foreach ($inception_data as $inception_key => $inception_row) {
+
+ // 🔹 If inception row is empty → stop all further processing
+ if (check_row_is_empty_or_null($inception_row)) {
+ break;
+ }
+
+ $match_found = false;
+
+ foreach ($member_data as $member_row) {
+ if (
+ $inception_row[1] == $member_row[1] && // emp_id / emp_code
+ $inception_row[2] == $member_row[2] && // name_of_emp_dep / name
+ $inception_row[5] == $member_row[3] && // relationship
+ normalizeGender($inception_row[4]) == normalizeGender($member_row[4]) && // gender
+ $inception_row[3] == $member_row[5] && // dob
+ $inception_row[13] == $member_row[7] && // email
+ $inception_row[12] == $member_row[8] // phone / mobile
+ ) {
+ $match_found = true;
+ break;
+ }
+ }
+
+ if (!$match_found) {
+ array_push($result['error_summary'], 14);
+ $result['error_data'][$inception_key]['sno']['error'][] = "This inception row was not found in the member data list.";
+ }
+ }
+
+ // ✅ Handle Result
+ if (!empty($result['error_summary'])) {
+ $result['error_summary'] = array_count_values($result['error_summary']);
+ $this->fileModel->update($file_id, [
+ 'status' => 'failed',
+ 'reason' => json_encode($result)
+ ]);
+ $this->myLogger->logme('error', "File ID $file_id comparison failed");
+ } else {
+ Jobs::addJob(['job_name' => 'excelFileDataValidation', 'payload' => ['file_id' => $file_id]]);
+ }
+
+ return $result;
+ }
}
\ No newline at end of file
diff --git a/app/Controllers/Home.php b/app/Controllers/Home.php
index 84d0d8c9..4af7ddfa 100755
--- a/app/Controllers/Home.php
+++ b/app/Controllers/Home.php
@@ -210,13 +210,13 @@ class Home extends PublicController
public function checkPolicyDoc()
{
- // $this->convertToPdf();die();
+ try
+ { // $this->convertToPdf();die();
// Replace with your actual Gemini API key
- $apiKey = 'AIzaSyBbx-uotRBqkYhqLpmD60420E_a0G0duP8';
-
+ $apiKey = getenv('GEMINI_API_KEY');
// The model to use and the API endpoint
$model = "gemini-pro";
- $model = "gemini-2.5-flash";
+ $model = getenv('GEMINI_MODEL');
// $model = "gemini-1.5-pro";
// $model = "gemini-1.5-pro";
$url = "https://generativelanguage.googleapis.com/v1beta/models/{$model}:generateContent?key={$apiKey}";
@@ -233,7 +233,7 @@ class Home extends PublicController
$finfo = finfo_open(FILEINFO_MIME_TYPE);
$mimeType = finfo_file($finfo, $filePath);
finfo_close($finfo);
- // print_r($mimeType);die();
+ print_r($mimeType);die();
// Define supported inline MIME types
$supportedInlineMimeTypes = ['application/pdf','text/csv'];
@@ -242,8 +242,8 @@ class Home extends PublicController
$base64Content = base64_encode($fileContent);
// The prompt you want to send to the model
// $prompt = "give me a json with emp data like name,age,dob,mobile and email. only json not any explanations";
- $prompt = "Read the following motor policy pdf document and convert into JSON format as sample specified. Give me only JSON,not any explanations.";
- $prompt .= '"{\"policy\":{\"policy_number\":\"\",\"issue_date\":\"\",\"period\":{\"start\":\"\",\"end\":\"\"},\"insurer\":\"\",\"previous_policy_number\":\"\"},\"insured\":{\"name\":\"\",\"father_name\":\"\",\"address\":[\"\"],\"mobile\":\"\",\"id_proofs\":{\"aadhaar\":\"\",\"pan\":\"\"}},\"vehicle\":{\"reg_no\":\"\",\"engine_no\":\"\",\"chassis_no\":\"\",\"make\":\"\",\"model\":\"\",\"year\":\"\",\"cubic_capacity\":\"\",\"vehicle_type\":\"\"},\"rto\":\"\",\"premium\":{\"tp\":0,\"od\":0,\"pa_od\":0,\"taxes\":{},\"total\":0,\"in_words\":\"\"},\"endorsements\":[{\"code\":\"\",\"desc\":\"\"}]}"';
+ $prompt = "Read the following motor policy pdf document and convert into JSON format as sample specified. Give me only JSON,not any explanations.while pick up premium break up give own damage, third party ,personal accident and taxes as mentioned in JSON format.Notes:vehicle_type should be like Two Wheeler,Four Feeler,Good Vehicle,Bus, Tractor,Commercial Vehicle.rto_state_code is first two char of reg_no and rto_city_code 3rd & 4th char of reg_no and it should be two digit numeric code. Any date should be in mysql date format";
+ $prompt .= '"{\"policy\":{\"policy_number\":\"\",\"issue_date\":\"\",\"period\":{\"start\":\"\",\"end\":\"\"},\"insurer\":\"\",\"previous_policy_number\":\"\"},\"insured\":{\"name\":\"\",\"father_name\":\"\",\"address\":[\"\"],\"mobile\":\"\",\"id_proofs\":{\"aadhaar\":\"\",\"pan\":\"\"}},\"vehicle\":{\"reg_no\":\"\",\"rto_state_code\":\"\",\"rto_city_code\":\"\",\"weight\":\"\",\"fuel_type\":\"\",\"date_of_registration\":\"\",\"year_of_manufacture\":\"\",\"engine_no\":\"\",\"chassis_no\":\"\",\"make\":\"\",\"model\":\"\",\"year\":\"\",\"cubic_capacity\":\"\",\"vehicle_type\":\"\"},\"rto\":\"\",\"premium\":{\"tp\":0,\"od\":0,\"pa\":0,\"taxes\":{},\"total\":0,\"in_words\":\"\"},\"endorsements\":[{\"code\":\"\",\"desc\":\"\"}]}"';
$payloadPart = null;
@@ -253,7 +253,7 @@ class Home extends PublicController
];
// Conditionally handle the file upload based on MIME type
if (in_array($mimeType, $supportedInlineMimeTypes)) {
- echo "Detected supported format inline MIME type ({$mimeType})";
+ // echo "Detected supported format inline MIME type ({$mimeType})";
// Handle PDF as inline data
$fileContent = file_get_contents($filePath);
$base64Content = base64_encode($fileContent);
@@ -272,10 +272,10 @@ class Home extends PublicController
];
} else {
// Handle Excel/CSV using the Files API
- echo "Detected unsupported inline MIME type ({$mimeType}). Uploading via Files API...\n";
+ // echo "Detected unsupported inline MIME type ({$mimeType}). Uploading via Files API...\n";
$fileInfo = $this->uploadFileToGemini($filePath, $apiKey); // Pass apiKey
- print_r($fileInfo);
+ // print_r($fileInfo);
// The file part, using the URI from the Files API upload
$file_part = [
"fileData" => [
@@ -321,24 +321,70 @@ class Home extends PublicController
// Check for cURL errors
if (curl_errno($ch)) {
- echo 'cURL Error: ' . curl_error($ch);
- }
-
+ $curl_error = curl_error($ch);
+ throw new Exception("cURL Error: " . $curl_error);
+ }
+ $http_code = curl_getinfo($ch, CURLINFO_HTTP_CODE);
+
// Close the cURL handle
curl_close($ch);
+ $ch = null; // Mark handle as closed
+ // Check for non-successful HTTP status codes
+ if ($http_code < 200 || $http_code >= 300) {
+ throw new Exception("API returned non-successful HTTP status code: $http_code. Response: " . substr($response, 0, 200) . '...');
+ }
// Decode the JSON response
- $responseData = json_decode($response, true);
- echo '';
- print_r($responseData);
- echo '';
- // Check if the response contains generated text
- if (isset($responseData['candidates'][0]['content']['parts'][0]['text'])) {
- $generatedText = $responseData['candidates'][0]['content']['parts'][0]['text'];
- echo "Generated Text: " . $generatedText;
- } else {
- echo "Error or no text generated. Response: " . $response;
+ $responseData = json_decode($response, true, 512, JSON_THROW_ON_ERROR);
+ $text_path = $responseData['candidates'][0]['content']['parts'][0]['text'] ?? null;
+
+ if ($text_path) {
+ $generatedText = $text_path;
+ log_message('info', "Successfully received generated text.");
+
+ // 9. Attempt to extract and decode the exact JSON from the generated text
+ $json_string = '';
+
+ // Preferred: Regex to find content inside a JSON markdown block: ```json\n(.*?)\n```
+ $extracted_json_match = [];
+ if (preg_match('/```json\s*(.*?)\s*```/s', $generatedText, $extracted_json_match)) {
+ $json_string = trim($extracted_json_match[1]);
+ } else {
+ // Fallback: Find the first '{' and the last '}'
+ $start = strpos($generatedText, '{');
+ $end = strrpos($generatedText, '}');
+ if ($start !== false && $end !== false && $end > $start) {
+ $json_string = substr($generatedText, $start, $end - $start + 1);
+ }
+ }
+
+ if (empty($json_string)) {
+ throw new Exception("Could not extract a valid JSON string from the generated text.");
+ }
+
+ // Decode the extracted JSON string
+ $final_data = json_decode($json_string, true, 512, JSON_THROW_ON_ERROR);
+
+ log_message('info', "Extracted and decoded final JSON data successfully.");
+ echo '';
+ print_r($final_data);
+ // return $final_data;
+
+ } else {
+ // No generated text found, possibly a model safety block or API structure change
+ throw new Exception("Response structure invalid or no generated text candidate found.");
+ }
+
+ } catch (Exception $e) {
+ // Log the error
+ log_message('ERROR', "$request_id: Fatal Error: " . $e->getMessage());
+
+ // Ensure cURL handle is closed if an exception occurred after initialization but before closing
+ if ($ch !== null) {
+ curl_close($ch);
}
+ return null; // Return null on failure
+ }
}
diff --git a/app/Controllers/JobWorker.php b/app/Controllers/JobWorker.php
index 50c9820b..1dbf51b5 100755
--- a/app/Controllers/JobWorker.php
+++ b/app/Controllers/JobWorker.php
@@ -171,6 +171,10 @@ class JobWorker extends AdminController
'type' => 'CC', // Handler Category
'handler' => 'App\Controllers\LeadsController',
],
+ 'compareMemberDataAndInceptionData' => [
+ 'type' => 'CC', // Handler Category
+ 'handler' => 'App\Controllers\EmployeeServiceController',
+ ],
];
diff --git a/app/Controllers/LeadsController.php b/app/Controllers/LeadsController.php
index 6aeb4b73..3ead1911 100644
--- a/app/Controllers/LeadsController.php
+++ b/app/Controllers/LeadsController.php
@@ -77,7 +77,7 @@ class LeadsController extends BaseController
protected $issuer;
protected $clientType;
protected $leadType;
- protected $leadsStatus;
+ public $leadsStatus;
protected $claim_type_for_gpa;
protected $cause_of_death;
protected $buisnessType;
@@ -665,7 +665,10 @@ class LeadsController extends BaseController
if ($value['lead_form_type'] == 1) {
//for this push the job to the calculateMembersDemography() function
$job_details = new Jobs();
- $r = Jobs::addJob(['job_name' => 'memberDataListExcelFileFormatValidation', 'payload' => [
+ // $r = Jobs::addJob(['job_name' => 'memberDataListExcelFileFormatValidation', 'payload' => [
+ // 'lead_id' => $insert,
+ // ]]);
+ $r = Jobs::addJob(['job_name' => 'calculateMembersDemography', 'payload' => [
'lead_id' => $insert,
]]);
}
@@ -773,7 +776,7 @@ class LeadsController extends BaseController
$multi_file_data = [];
foreach ($files as $index => $value) {
- $file_name = file_Upload($value, $uploadFilePath);
+ $file_name = file_Upload_for_lead($value, $uploadFilePath);
$multi_file_data[] = [
'file_name' => $file_name,
'docs_name' => $docs_names[$index],
@@ -809,7 +812,10 @@ class LeadsController extends BaseController
if (!empty($lead_form_type) && $lead_form_type == 1 && $key == 0) {
//for this push the job to the calculateMembersDemography() function
$job_details = new Jobs();
- $r = Jobs::addJob(['job_name' => 'memberDataListExcelFileFormatValidation', 'payload' => [
+ // $r = Jobs::addJob(['job_name' => 'memberDataListExcelFileFormatValidation', 'payload' => [
+ // 'lead_id' => $lead_id,
+ // ]]);
+ $r = Jobs::addJob(['job_name' => 'calculateMembersDemography', 'payload' => [
'lead_id' => $lead_id,
]]);
log_message('info', "calculateMembersDemography JOB PUSHED");
@@ -1083,6 +1089,7 @@ class LeadsController extends BaseController
// 7. Define mail templates as constants or config
$mail_content = $this->getMailTemplate();
+ $placement_mail_content = $this->getMailTemplate('placement');
$subject = $this->getSubjectTemplate($lead_data);
// 8. Pre-calculate sum assured only for GPA
@@ -1091,7 +1098,7 @@ class LeadsController extends BaseController
// 9. Transform mail content once
$data['mail_content'] = $this->transformMailContent($lead_data, $mail_content, $data['page_name']);
$data['subject'] = $this->transformMailContent($lead_data, $subject, $data['page_name']);
- $data['placement_mail_content'] = $this->transformMailContent($lead_data, $mail_content, 'Placement');
+ $data['placement_mail_content'] = $this->transformMailContent($lead_data, $placement_mail_content, 'Placement');
$data['placement_subject'] = $this->transformMailContent($lead_data, $subject, 'Placement');
// 10. Combine related queries
@@ -1144,24 +1151,43 @@ class LeadsController extends BaseController
}
// 13. Extract mail template to separate method for reusability
- private function getMailTemplate()
- {
- return '
- Dear Sir,
- Greetings From Nhance India!
- Please find attached the {{RFQ_OR_QCR}} for {{POLICY_TYPE}} policy pertaining to {{CLIENT_NAME}}.
- Kindly request you to share the competitive quotes at the earliest.
- In case of any query, please feel free to contact us.
- Thank You!
- Best regards,
+ private function getMailTemplate( $template_type = "" )
+ {
+ if($template_type == 'placement'){
+ return '
+ Dear Sir,
+ Greetings From Nhance India!
+ Please find attached the {{RFQ_OR_QCR}} for {{POLICY_TYPE}} policy pertaining to {{CLIENT_NAME}}.
+ Kindly request you to issue the policy at the earliest.
+ In case of any query, please feel free to contact us.
+ Thank You!
+ Best regards,
+
+
+ {{LOGGED_USER_NAME}}
+ Mobile: {{LOGGED_USER_MOBILE}}
+
-
- {{LOGGED_USER_NAME}}
- Mobile: {{LOGGED_USER_MOBILE}}
-
-
- 
- ';
+
+ ';
+ }else{
+ return '
+ Dear Sir,
+ Greetings From Nhance India!
+ Please find attached the {{RFQ_OR_QCR}} for {{POLICY_TYPE}} policy pertaining to {{CLIENT_NAME}}.
+ Kindly request you to share the competitive quotes at the earliest.
+ In case of any query, please feel free to contact us.
+ Thank You!
+ Best regards,
+
+
+ {{LOGGED_USER_NAME}}
+ Mobile: {{LOGGED_USER_MOBILE}}
+
+
+
+ ';
+ }
}
// 14. Extract subject template to separate method
@@ -3673,7 +3699,7 @@ class LeadsController extends BaseController
private function prepareClientData($data)
{
return [
- 'client_type' => $data['client_type'] ?? null,
+ 'client_type' => 1,
'entity_type_id' => $data['entity_type_id'] ?? null,
'client_code' => $data['client_code'] ?? null,
'client_name' => $data['client_name'] ?? null,
@@ -3723,6 +3749,8 @@ class LeadsController extends BaseController
'policy_start_date' => $data['policy_start_date'],
'policy_end_date' => $data['policy_end_date'],
'policy_status' => 1,
+ 'policy_entry_from' => 3,
+ 'is_from_lead' => $data['id'],
];
$policy_type_id = $data['policy_type_id'];
@@ -5266,10 +5294,10 @@ class LeadsController extends BaseController
'filePath' => $fullPath
];
} else {
- log_message('warning', 'File name is empty for ID: ' . $id);
+ log_message('error', 'File name is empty for ID: ' . $id);
}
} else {
- log_message('warning', 'File does not exist at path: ' . $fullPath);
+ log_message('error', 'File does not exist at path: ' . $fullPath);
}
} else {
log_message('warning', 'No active lead file found for ID: ' . $id . ' and lead_id: ' . $lead_id);
diff --git a/app/Controllers/PolicyTransactionController.php b/app/Controllers/PolicyTransactionController.php
index 9b39f41f..2719ae7f 100644
--- a/app/Controllers/PolicyTransactionController.php
+++ b/app/Controllers/PolicyTransactionController.php
@@ -1,1483 +1,894 @@
myLogger = \Config\Services::mylogger();
+ use ResponseTrait;
- $this->clientModel = new ClientModel();
- $this->clientBranchModel = new ClientBranchModel();
- $this->policyTypeModel = new PolicyTypeModel();
- $this->clientDepositModel = new ClientDepositModel();
- $this->clientPolicyModel = new ClientPolicyModel();
- $this->insurerBranchModel = new InsurerBranchModel();
- $this->insurerModel = new InsurerModel();
- $this->policyTransactionModel = new PolicyTransactionModel();
- $this->policyTransactionStatusModel = new PolicyTransactionStatusModel();
- $this->kycEntityTypeModel = new KYCEntityTypeModel();
- $this->clientKYCDocsModel = new ClientKYCDocsModel();
- $this->tpaBranchModel = new TPABranchModel();
- $this->tpaModel = new TPAModel();
- $this->PTFileModel = new PTFileModel();
- $this->PTCOShareDetailsModel = new PTCOShareDetailsModel();
- $this->employeeModel = new EmployeeModel();
- $this->userTeamsModel = new UserTeamsModel();
- $this->userModel = new UserModel();
- $this->employeePolicyModel = new EmployeePolicyModel();
- $this->insurerStatements = new InsurerStatements();
- $this->invPaymentDetailsModel = new InvPaymentDetailsModel();
- $this->batchFileModel = new BatchFileModel();
- $this->filesModel = new FileModel();
- $this->coShareStmtDetailsModel = new COShareStmtDetailsModel();
- $this->BdsPlacementModel = new BdsPlacementModel();
- $this->nhanceBranchModel = new NhanceBranchModel();
- $this->invoiceStatus = [
- 'pending' => 'Pending',
- 'generated' => 'Generated',
- 'sent' => 'Sent',
- 'payment_received' => 'Payment
Received',
- ];
- }
+ protected $myLogger;
+ protected $policyTransactionModel;
+ protected $policyTransactionStatusModel;
+ protected $clientModel;
+ protected $clientPolicyModel;
+ protected $clientBranchModel;
+ protected $clientDepositModel;
+ protected $policyTypeModel;
+ protected $insurerBranchModel;
+ protected $insurerModel;
+ protected $kycEntityTypeModel;
+ protected $clientKYCDocsModel;
+ protected $tpaBranchModel;
+ protected $tpaModel;
+ protected $PTFileModel;
+ protected $PTCOShareDetailsModel;
+ protected $employeeModel;
+ protected $userTeamsModel;
+ protected $userModel;
+ protected $employeePolicyModel;
+ protected $insurerStatements;
+ protected $invoiceStatus;
+ protected $invPaymentDetailsModel;
+ protected $batchFileModel;
+ protected $filesModel;
+ protected $coShareStmtDetailsModel;
+ protected $BdsPlacementModel;
+ protected $nhanceBranchModel;
- // Policy Transaction Inception
- public function viewInception()
- {
- $bds_edit_pt_id = $this->request->getGet('pt_id') ?? null;
- $data['tab_name'] = 'Policy';
- $data['page_name'] = 'Policy';
+ public function __construct()
+ {
+ set_session_context('Policy Tranction');
+ $this->myLogger = \Config\Services::mylogger();
- // Static arrays for dropdowns
- $data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
- $data['issuer_branch'] = $this->nhanceBranchModel->where('is_active', 1)->findAll();
- $data['client_type'] = [1 => 'Group', 2 => 'Individual'];
- $data['issuing_type'] = [1 => 'Fresh', 2 => 'Renewal', 3 => 'Roll Over'];
- $data['policy_status'] = [
- 'under_process' => 'Under Process',
- 'client_pending' => 'Client Pending',
- 'insurer_pending' => 'Insurer Pending',
- 'co_insurer_pending' => 'Co-Insurer Pending',
- 'tpa_pending' => 'TPA Pending',
- 'validated' => 'Validated',
- 'cancelled' => 'Cancelled',
- 'instalment_pending' => 'Instalment Pending',
- 'completed' => 'Completed',
- 'lost' => 'Lost',
- ];
- $data['invoice_status_array'] = [
- 'yet_to_generate' => 'Pending',
- 'generated' => 'Generated',
- 'send' => 'Sent',
- 'recived' => 'Payment Received',
- ];
- // $data['vehicle_type'] = [
- // 'two_wheeler' => 'Two Wheeler',
- // 'four_wheeler' => 'Four Wheeler',
- // 'truck' => 'Truck',
- // 'bus' => 'Bus',
- // 'van' => 'Van',
- // 'suv' => 'SUV',
- // 'motorcycle' => 'Motorcycle',
- // 'bicycle' => 'Bicycle'
- // ];
- $data['vehicle_type'] = db_connect()->table('vehicle_type')->where('is_active', 1)->get()->getResultArray();
- $data['rto_details'] = db_connect()->table('rto_master')->where('is_active', 1)->get()->getResultArray();
+ $this->clientModel = new ClientModel();
+ $this->clientBranchModel = new ClientBranchModel();
+ $this->policyTypeModel = new PolicyTypeModel();
+ $this->clientDepositModel = new ClientDepositModel();
+ $this->clientPolicyModel = new ClientPolicyModel();
+ $this->insurerBranchModel = new InsurerBranchModel();
+ $this->insurerModel = new InsurerModel();
+ $this->policyTransactionModel = new PolicyTransactionModel();
+ $this->policyTransactionStatusModel = new PolicyTransactionStatusModel();
+ $this->kycEntityTypeModel = new KYCEntityTypeModel();
+ $this->clientKYCDocsModel = new ClientKYCDocsModel();
+ $this->tpaBranchModel = new TPABranchModel();
+ $this->tpaModel = new TPAModel();
+ $this->PTFileModel = new PTFileModel();
+ $this->PTCOShareDetailsModel = new PTCOShareDetailsModel();
+ $this->employeeModel = new EmployeeModel();
+ $this->userTeamsModel = new UserTeamsModel();
+ $this->userModel = new UserModel();
+ $this->employeePolicyModel = new EmployeePolicyModel();
+ $this->insurerStatements = new InsurerStatements();
+ $this->invPaymentDetailsModel = new InvPaymentDetailsModel();
+ $this->batchFileModel = new BatchFileModel();
+ $this->filesModel = new FileModel();
+ $this->coShareStmtDetailsModel = new COShareStmtDetailsModel();
+ $this->BdsPlacementModel = new BdsPlacementModel();
+ $this->nhanceBranchModel = new NhanceBranchModel();
+ $this->invoiceStatus = [
+ 'pending' => 'Pending',
+ 'generated' => 'Generated',
+ 'sent' => 'Sent',
+ 'payment_received' => 'Payment
Received',
+ ];
+ }
- $data['vehicle_des'] = [
- 'commercial' => 'Commercial',
- 'private' => 'Private',
- ];
- $data['date_type'] = [
- 'policy_issue_date' => 'Policy Issue Date',
- 'policy_start_date' => 'Policy Start Date',
- 'policy_end_date' => 'Policy End Date',
- ];
+ // Policy Transaction Inception
+ public function viewInception()
+ {
+ $bds_edit_pt_id = $this->request->getGet('pt_id') ?? null;
+ $data['tab_name'] = 'Policy';
+ $data['page_name'] = 'Policy';
- // Filter data
- $start_date = $this->request->getGet('start_date');
- $end_date = $this->request->getGet('end_date');
- $client_id = $this->request->getGet('client_id');
- $insurer_id = $this->request->getGet('insurer_id');
- $policy_type_id = $this->request->getGet('policy_type_id');
- $date_type = $this->request->getGet('date_type');
- $issuer = $this->request->getGet('issuer');
- $status = $this->request->getGet('status');
+ // Static arrays for dropdowns
+ $data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
+ $data['issuer_branch'] = $this->nhanceBranchModel->where('is_active', 1)->findAll();
+ $data['client_type'] = [1 => 'Group', 2 => 'Individual'];
+ $data['issuing_type'] = [1 => 'Fresh', 2 => 'Renewal', 3 => 'Roll Over'];
+ $data['policy_status'] = [
+ 'under_process' => 'Under Process',
+ 'client_pending' => 'Client Pending',
+ 'insurer_pending' => 'Insurer Pending',
+ 'co_insurer_pending' => 'Co-Insurer Pending',
+ 'tpa_pending' => 'TPA Pending',
+ 'validated' => 'Validated',
+ 'cancelled' => 'Cancelled',
+ 'instalment_pending' => 'Instalment Pending',
+ 'completed' => 'Completed',
+ 'lost' => 'Lost',
+ ];
+ $data['invoice_status_array'] = [
+ 'yet_to_generate' => 'Pending',
+ 'generated' => 'Generated',
+ 'send' => 'Sent',
+ 'recived' => 'Payment Received',
+ ];
+ // $data['vehicle_type'] = [
+ // 'two_wheeler' => 'Two Wheeler',
+ // 'four_wheeler' => 'Four Wheeler',
+ // 'truck' => 'Truck',
+ // 'bus' => 'Bus',
+ // 'van' => 'Van',
+ // 'suv' => 'SUV',
+ // 'motorcycle' => 'Motorcycle',
+ // 'bicycle' => 'Bicycle'
+ // ];
+ $data['vehicle_type'] = db_connect()->table('vehicle_type')->where('is_active', 1)->get()->getResultArray();
+ $data['rto_details'] = db_connect()->table('rto_master')->where('is_active', 1)->get()->getResultArray();
- // Handle null or empty values
- $start_date = empty($start_date) ? 0 : $start_date;
- $end_date = empty($end_date) ? 0 : $end_date;
- $client_id = empty($client_id) ? 0 : $client_id;
- $insurer_id = empty($insurer_id) ? 0 : $insurer_id;
- $policy_type_id = empty($policy_type_id) ? 0 : $policy_type_id;
- $date_type = empty($date_type) ? 0 : $date_type;
- $issuer = empty($issuer) ? 0 : $issuer;
- $status = empty($status) ? 0 : $status; // Corrected from `$issuer`
+ $data['vehicle_des'] = [
+ 'commercial' => 'Commercial',
+ 'private' => 'Private',
+ ];
+ $data['date_type'] = [
+ 'policy_issue_date' => 'Policy Issue Date',
+ 'policy_start_date' => 'Policy Start Date',
+ 'policy_end_date' => 'Policy End Date',
+ ];
- if(empty($bds_edit_pt_id)){
- if ($this->request->is('get')) {
+ // Filter data
+ $start_date = $this->request->getGet('start_date');
+ $end_date = $this->request->getGet('end_date');
+ $client_id = $this->request->getGet('client_id');
+ $insurer_id = $this->request->getGet('insurer_id');
+ $policy_type_id = $this->request->getGet('policy_type_id');
+ $date_type = $this->request->getGet('date_type');
+ $issuer = $this->request->getGet('issuer');
+ $status = $this->request->getGet('status');
- // Fetch inception data list
- $data['inception_data_list'] = $this->policyTransactionModel->getInceptionTranctionListData(
- $start_date,
- $end_date,
- $client_id,
- $insurer_id,
- $policy_type_id,
- $date_type,
- $issuer,
- $status
- );
+ // Handle null or empty values
+ $start_date = empty($start_date) ? 0 : $start_date;
+ $end_date = empty($end_date) ? 0 : $end_date;
+ $client_id = empty($client_id) ? 0 : $client_id;
+ $insurer_id = empty($insurer_id) ? 0 : $insurer_id;
+ $policy_type_id = empty($policy_type_id) ? 0 : $policy_type_id;
+ $date_type = empty($date_type) ? 0 : $date_type;
+ $issuer = empty($issuer) ? 0 : $issuer;
+ $status = empty($status) ? 0 : $status; // Corrected from `$issuer`
+
+ if(empty($bds_edit_pt_id)){
+ if ($this->request->is('get')) {
+
+ // Fetch inception data list
+ $data['inception_data_list'] = $this->policyTransactionModel->getInceptionTranctionListData(
+ $start_date,
+ $end_date,
+ $client_id,
+ $insurer_id,
+ $policy_type_id,
+ $date_type,
+ $issuer,
+ $status
+ );
+ } else {
+
+ $ids = $this->request->getPost('ids');
+ $ids = array_filter(explode(',', $ids));
+ $data['inception_data_list'] = $this->policyTransactionModel->getInceptionTranctionListData(
+ $start_date = 0,
+ $end_date = 0,
+ $client_id = 0,
+ $insurer_id = 0,
+ $policy_type_id = 0,
+ $date_type = 0,
+ $issuer = 0,
+ $status = 0,
+ $ids
+ );
+ }
+ }else{
+ $data['inception_data_list'] = [];
+ }
+
+
+
+ // Fetch additional data
+ $data['client'] = $this->clientModel->where('is_active', 1)->findAll();
+ $data['client_branch'] = $this->clientBranchModel->where('is_active', 1)->findAll();
+ $data['policy_type'] = $this->policyTypeModel->where('is_active', 1)->findAll();
+ $data['insurer'] = $this->insurerModel->where('is_active', 1)->findAll();
+ $data['entity'] = $this->kycEntityTypeModel->where('is_active', 1)->findAll();
+ $data['policy_types'] = $this->policyTypeModel->where('is_active', 1)->findAll();
+ $data['insurer_branch'] = $this->insurerBranchModel->getInsurerBranchesWithInsurerNames();
+ $data['tpa'] = $this->tpaBranchModel->getTpaBranchesWithTpaNames();
+
+ // Fetch PP Teams Data
+ $data['ppTeamsData'] = $this->userModel
+ ->where('is_active', 1)
+ ->findAll();
+
+ // Fetch Sales Team
+ $data['salse_team'] = $this->userModel
+ ->select('user_profiles.*')
+ ->join('user_teams', 'user_profiles.id = user_teams.user_id')
+ ->where('user_teams.team_id', 5)
+ ->where('user_teams.is_active', 1)
+ ->where('user_profiles.is_active', 1)
+ ->findAll();
+
+ // Fetch ACM
+ $data['ACM'] = $this->userModel
+ ->where('role', 3) // Assuming `role` is in `user_profiles`
+ ->where('is_active', 1)
+ ->findAll();
+ // echo '';
+ // print_r($data['ppTeamsData']); die;
+
+ // dd($data);
+
+ // Load view
+ $this->loadLayout('policy_transaction_inception_list', $data);
+ }
+
+ // policy Transaction Create function start
+ public function createInceptionPolicy()
+ {
+ $post_data = $this->request->getPost() ?? [];
+ $this->myLogger->logme('error', 'Policy Trancaction form data : '. json_encode($post_data));
+
+ $id = $this->request->getPost('id');
+ $data = $this->preparePolicyData();
+ $data['cd_ac_pk'] = $this->request->getPost('cd_ac_no');
+ $data['issuer'] = 2;
+ $data['status'] = 'completed';
+ $this->myLogger->logme('error', 'Policy Trancaction modified form data ( insert data ) : '. json_encode($data));
+
+
+ if (!$id) {
+ return $this->insertInceptionPolicy($data);
} else {
-
- $ids = $this->request->getPost('ids');
- $ids = array_filter(explode(',', $ids));
- $data['inception_data_list'] = $this->policyTransactionModel->getInceptionTranctionListData(
- $start_date = 0,
- $end_date = 0,
- $client_id = 0,
- $insurer_id = 0,
- $policy_type_id = 0,
- $date_type = 0,
- $issuer = 0,
- $status = 0,
- $ids
- );
- }
- }else{
- $data['inception_data_list'] = [];
- }
-
-
-
- // Fetch additional data
- $data['client'] = $this->clientModel->where('is_active', 1)->findAll();
- $data['client_branch'] = $this->clientBranchModel->where('is_active', 1)->findAll();
- $data['policy_type'] = $this->policyTypeModel->where('is_active', 1)->findAll();
- $data['insurer'] = $this->insurerModel->where('is_active', 1)->findAll();
- $data['entity'] = $this->kycEntityTypeModel->where('is_active', 1)->findAll();
- $data['policy_types'] = $this->policyTypeModel->where('is_active', 1)->findAll();
- $data['insurer_branch'] = $this->insurerBranchModel->getInsurerBranchesWithInsurerNames();
- $data['tpa'] = $this->tpaBranchModel->getTpaBranchesWithTpaNames();
-
- // Fetch PP Teams Data
- $data['ppTeamsData'] = $this->userModel
- ->where('is_active', 1)
- ->findAll();
-
- // Fetch Sales Team
- $data['salse_team'] = $this->userModel
- ->select('user_profiles.*')
- ->join('user_teams', 'user_profiles.id = user_teams.user_id')
- ->where('user_teams.team_id', 5)
- ->where('user_teams.is_active', 1)
- ->where('user_profiles.is_active', 1)
- ->findAll();
-
- // Fetch ACM
- $data['ACM'] = $this->userModel
- ->where('role', 3) // Assuming `role` is in `user_profiles`
- ->where('is_active', 1)
- ->findAll();
- // echo '';
- // print_r($data['ppTeamsData']); die;
-
- // dd($data);
-
- // Load view
- $this->loadLayout('policy_transaction_inception_list', $data);
- }
-
- // policy Transaction Create function start
- public function createInceptionPolicy()
- {
- $post_data = $this->request->getPost() ?? [];
- $this->myLogger->logme('error', 'Policy Trancaction form data : '. json_encode($post_data));
-
- $id = $this->request->getPost('id');
- $data = $this->preparePolicyData();
- $data['cd_ac_pk'] = $this->request->getPost('cd_ac_no');
- $data['issuer'] = 2;
- $data['status'] = 'completed';
- $this->myLogger->logme('error', 'Policy Trancaction modified form data ( insert data ) : '. json_encode($data));
-
-
- if (!$id) {
- return $this->insertInceptionPolicy($data);
- } else {
- return $this->updateInceptionPolicy($id, $data);
- }
- }
-
- private function preparePolicyData()
- {
- $data = $this->request->getPost();
-
- // print_r($data); die;
-
- if (empty($data['policy_issue_date'])) {
- $data['policy_issue_date'] = null;
- }
-
- if (empty($data['policy_start_date'])) {
- $data['policy_start_date'] = null;
- }
-
- if (empty($data['policy_end_date'])) {
- $data['policy_end_date'] = null;
- }
-
- if (empty($data['renewal_date'])) {
- $data['renewal_date'] = null;
- }
-
- if (empty($data['rollover_date'])) {
- $data['rollover_date'] = null;
- }
-
- if (empty($data['last_action_date'])) {
- $data['last_action_date'] = null;
- } else {
- $data['last_action_date'] = change_date_format($data['last_action_date']);
- }
-
- // Separate Insurer and TPA Branch IDs and IDs
- if (isset($data['insurer_id']) && !empty($data['insurer_id'])) {
- list($data['insurer_branch_id'], $data['insurer_id']) = explode('-', $data['insurer_id']);
- if (isset($data['tpa']) && !empty($data['tpa'])) {
- list($data['tpa_branch_id'], $data['tpa_id']) = explode('-', $data['tpa']);
+ return $this->updateInceptionPolicy($id, $data);
}
}
- $data['tsi'] = generate_tsi_code($data['issue_type']);
- $data['action_type'] = 'inception';
+ private function preparePolicyData()
+ {
+ $data = $this->request->getPost();
- if (!isset($data['co_share'])) {
- $data['co_share'] = 0;
- } elseif ($data['co_share']) {
- $data['co_share'] = 1;
- }
+ // print_r($data); die;
- if (!isset($data['bro_payable_by'])) {
- $data['bro_payable_by'] = 0;
- } elseif ($data['bro_payable_by']) {
- $data['bro_payable_by'] = 1;
- }
+ if (empty($data['policy_issue_date'])) {
+ $data['policy_issue_date'] = null;
+ }
- if (!isset($data['same_as_proposer'])) {
- $data['same_as_proposer'] = 0;
- } elseif ($data['same_as_proposer']) {
- $data['same_as_proposer'] = 1;
- }
+ if (empty($data['policy_start_date'])) {
+ $data['policy_start_date'] = null;
+ }
- if (!isset($data['policy_with_corr'])) {
- $data['policy_with_corr'] = 0;
- } elseif ($data['policy_with_corr']) {
- $data['policy_with_corr'] = 1;
- }
+ if (empty($data['policy_end_date'])) {
+ $data['policy_end_date'] = null;
+ }
- $data['is_cd_reduce_from_bds'] = ($data['policy_type_id'] > 7 && $data['client_type'] == 1) ? 1 : 0;
+ if (empty($data['renewal_date'])) {
+ $data['renewal_date'] = null;
+ }
+ if (empty($data['rollover_date'])) {
+ $data['rollover_date'] = null;
+ }
- if ($data['ct_type'] == "") {
- $data['ct_type'] = 1;
- }
+ if (empty($data['last_action_date'])) {
+ $data['last_action_date'] = null;
+ } else {
+ $data['last_action_date'] = change_date_format($data['last_action_date']);
+ }
- // $month = '01-'.(string)$this->request->getPost('month');
- // $data['month'] = empty($data['month']) ? null : date('Y-m-d', strtotime($month));
-
- // Determine $is_addon value
- $data['is_addon'] = in_array($data['policy_type_id'], [1, 2, 6, 7]) ? 1 : (in_array($data['policy_type_id'], [4, 5]) ? 2 : ($data['policy_type_id'] == 3 && isset($data['base_policy']) ? 3 : 1));
-
- // print_r($data); die;
-
- return $data;
- }
-
- private function insertInceptionPolicy($data)
- {
- // print_r($data); die;
-
- $insert = $this->policyTransactionModel->insert($data);
-
- if ($insert) {
-
- $this->insertTransactionStatus($insert, $data, 1);
- $emp_data = $this->processInsertIndividualMemberInEmpTable($data);
-
- if (isset($data['follow_insurer_id']) && !empty($data['follow_insurer_id'][0])) {
-
- $pt_co_share_details = $this->insertOrUpdateCoShareDetails($data, $insert);
-
- $client_policy_id = null;
- if ($data['ct_type'] == 2) {
- $client_policy_insert_data = $this->prepareClientPolicyInsertData($data);
- $client_policy_id = $this->clientPolicyModel->insert($client_policy_insert_data);
- $this->policyTransactionModel->update($insert, ['client_policy_id' => $client_policy_id]);
- $emp_policy_insert = $this->InsertIndividualEmpPolicyTable($emp_data, $client_policy_id);
- }
-
- if ($data['client_type'] == 1 && $data['status'] == 'completed' && $data['is_cd_reduce_from_bds'] == 1) {
- $this->processCompletedStatus($data, $client_policy_id, $data['insurer_id'], $insert);
+ // Separate Insurer and TPA Branch IDs and IDs
+ if (isset($data['insurer_id']) && !empty($data['insurer_id'])) {
+ list($data['insurer_branch_id'], $data['insurer_id']) = explode('-', $data['insurer_id']);
+ if (isset($data['tpa']) && !empty($data['tpa'])) {
+ list($data['tpa_branch_id'], $data['tpa_id']) = explode('-', $data['tpa']);
}
}
- $client_data = $this->clientModel->where('id', $data['client_id'])->first();
- $data['client_kyc'] = $this->clientKYCDocsModel->where('client_id', $data['client_id'])->findAll();
-
- $clientController = new ClientController();
- $data['client_kyc_primary_table'] = $clientController->generateKycPrimaryTable($data['client_id']);
- $data['client_kyc_other_table'] = $clientController->generateKycOthersTable($data['client_id']);
- $data['entity_type_id'] = $client_data['entity_type_id'];
+ $data['tsi'] = generate_tsi_code($data['issue_type']);
+ $data['action_type'] = 'inception';
- return $this->respondSuccess($insert, "Policy transaction created successfully", $data);
+ if (!isset($data['co_share'])) {
+ $data['co_share'] = 0;
+ } elseif ($data['co_share']) {
+ $data['co_share'] = 1;
+ }
+
+ if (!isset($data['bro_payable_by'])) {
+ $data['bro_payable_by'] = 0;
+ } elseif ($data['bro_payable_by']) {
+ $data['bro_payable_by'] = 1;
+ }
+
+ if (!isset($data['same_as_proposer'])) {
+ $data['same_as_proposer'] = 0;
+ } elseif ($data['same_as_proposer']) {
+ $data['same_as_proposer'] = 1;
+ }
+
+ if (!isset($data['policy_with_corr'])) {
+ $data['policy_with_corr'] = 0;
+ } elseif ($data['policy_with_corr']) {
+ $data['policy_with_corr'] = 1;
+ }
+
+ $data['is_cd_reduce_from_bds'] = ($data['policy_type_id'] > 7 && $data['client_type'] == 1) ? 1 : 0;
+
+
+ if ($data['ct_type'] == "") {
+ $data['ct_type'] = 1;
+ }
+
+ // $month = '01-'.(string)$this->request->getPost('month');
+ // $data['month'] = empty($data['month']) ? null : date('Y-m-d', strtotime($month));
+
+ // Determine $is_addon value
+ $data['is_addon'] = in_array($data['policy_type_id'], [1, 2, 6, 7]) ? 1 : (in_array($data['policy_type_id'], [4, 5]) ? 2 : ($data['policy_type_id'] == 3 && isset($data['base_policy']) ? 3 : 1));
+
+ // print_r($data); die;
+
+ return $data;
}
- return $this->respondError("Failed to create policy transaction");
- }
+ private function insertInceptionPolicy($data)
+ {
+ // print_r($data); die;
- private function updateInceptionPolicy($id, $data)
- {
- // print_r($data); die;
- $old_pt_data = $this->policyTransactionModel->where('is_active', 1)->where("id", $id)->first();
- $old_pt_co_share_data = $this->PTCOShareDetailsModel->where('is_active', 1)->where("id", $id)->first();
- if ($this->policyTransactionModel->update($id, $data)) {
+ $insert = $this->policyTransactionModel->insert($data);
- $this->insertTransactionStatus($id, $data, 1);
- $emp_data = $this->processInsertIndividualMemberInEmpTable($data);
+ if ($insert) {
- if (isset($data['follow_insurer_id']) && !empty($data['follow_insurer_id'][0])) {
+ $this->insertTransactionStatus($insert, $data, 1);
+ $emp_data = $this->processInsertIndividualMemberInEmpTable($data);
- $this->insertOrUpdateCoShareDetails($data, $id);
+ if (isset($data['follow_insurer_id']) && !empty($data['follow_insurer_id'][0])) {
- if ($data['ct_type'] == 1) {
- $this->policyTransactionModel->update($id, ['client_policy_id' => $data['client_policy_id']]);
- }
-
- if (empty($data['client_policy_id']) || $data['client_policy_id'] == 0) {
+ $pt_co_share_details = $this->insertOrUpdateCoShareDetails($data, $insert);
+ $client_policy_id = null;
if ($data['ct_type'] == 2) {
$client_policy_insert_data = $this->prepareClientPolicyInsertData($data);
$client_policy_id = $this->clientPolicyModel->insert($client_policy_insert_data);
- $this->policyTransactionModel->update($id, ['client_policy_id' => $client_policy_id]);
- $this->InsertIndividualEmpPolicyTable($emp_data, $client_policy_id);
+ $this->policyTransactionModel->update($insert, ['client_policy_id' => $client_policy_id]);
+ $emp_policy_insert = $this->InsertIndividualEmpPolicyTable($emp_data, $client_policy_id);
}
- } else {
- if (isset($data['emp_policy_id']) && !empty($data['emp_policy_id'][0])) {
- $this->InsertIndividualEmpPolicyTable($emp_data, $data['client_policy_id']);
+
+ if ($data['client_type'] == 1 && $data['status'] == 'completed' && $data['is_cd_reduce_from_bds'] == 1) {
+ $this->processCompletedStatus($data, $client_policy_id, $data['insurer_id'], $insert);
}
}
- // if($old_pt_data['status'] != "completed"){
- // if ($data['status'] == 'completed' && $data['ct_type'] == 2) {
- // if ($data['client_type'] == 1 && $data['is_cd_reduce_from_bds'] == 1) {
- // $this->processCompletedStatus($data, $data['client_policy_id'], $data['insurer_id'], $id);
- // }
- // }
- // }
-
- $data['pt_co_share_details'] = $this->PTCOShareDetailsModel->where('pt_id', $id)->where('is_active', 1)->findAll();
- }
-
- if(isset($data['cd_amt_changed']) && !empty($data['cd_amt_changed'])){
- $policy_data = $this->policyTransactionModel->where('is_active', 1)->where('id', $id)->first();
- $this->cdCorrection($policy_data, $data['cd_amt_changed'], $id);
- }
-
- $client_data = $this->clientModel->where('id', $data['client_id'])->first();
- $data['client_kyc'] = $this->clientKYCDocsModel->where('client_id', $data['client_id'])->findAll();
-
- $clientController = new ClientController();
- $data['client_kyc_primary_table'] = $clientController->generateKycPrimaryTable($data['client_id']);
- $data['client_kyc_other_table'] = $clientController->generateKycOthersTable($data['client_id']);
-
- $data['entity_type_id'] = $client_data['entity_type_id'];
-
- return $this->respondSuccess($id, "Policy transaction updated successfully", $data);
- }
-
- return $this->respondError("Failed to update policy transaction");
- }
-
- private function insertOrUpdateCoShareDetails($data, $pt_id)
- {
- // Prepare data for insertion and updating
- $coShareDetails = [];
- if (isset($data['co_share_id']) && !empty($data['co_share_id'])) {
- $this->removePtCoShareRecords($data['co_share_id'], $pt_id);
- }
-
- if (isset($data['follow_insurer_id'])) {
-
- foreach ($data['follow_insurer_id'] as $index => $insurer) {
-
- // Separate the insurer and insurer branch
- if (isset($insurer) && !empty($insurer)) {
- list($insurer_branch_id, $insurer_id) = explode('-', $insurer);
- } else {
- $insurer_branch_id = null;
- $insurer_id = null;
- }
-
- if ($data['bro_payable_by'] == 1) {
- $cop_amt = isset($data['co_premium'][$index]) && ($data['co_premium'][$index] != "0.00" && !empty($data['co_premium'][$index])) ? $data['co_premium'][$index] : ($data['base_premium'][$index] ?? 0);
- // print_r($cop_amt);die();
- } else {
- $cop_amt = $data['co_premium'][$index] ?? 0;
- }
-
- // Prepare each co-share detail entry
- $coShareDetails[] = [
- 'pt_id' => $pt_id,
- 'insurer_id' => $insurer_id ?? 0,
- 'insurer_branch_id' => $insurer_branch_id ?? 0,
- 'co_share_type' => $data['co_share_type'][$index] ?? 1,
- 'co_share_per' => $data['co_share_per'][$index] ?? 0,
- 'bp_amt' => $data['base_premium'][$index] ?? 0,
- 'bp_gst_amt' => $data['gst_amount'][$index] ?? 0,
- 'bp_igst' => $data['igst'][$index] ?? 0,
- 'bp_sgst' => $data['sgst'][$index] ?? 0,
- 'bp_cgst' => $data['cgst'][$index] ?? 0,
- 'tp_amt' => $data['tp_premium'][$index] ?? 0,
- 'tep_amt' => $data['ter_premium'][$index] ?? 0,
- 'cotp_amt' => $data['co_tp_premium'][$index] ?? 0,
- 'cotep_amt' => $data['co_ter_premium'][$index] ?? 0,
- 'agreed_amt' => $data['agreed_amount'][$index] ?? 0,
- 'agreed_bp_per' => $data['agreed_bp'][$index] ?? 0,
- 'agreed_tp_per' => $data['agreed_tp'][$index] ?? 0,
- 'agreed_tep_per' => $data['agreed_ter'][$index] ?? 0,
- 'standerd_bp_per' => $data['standard_bp'][$index] ?? 0,
- 'standerd_tp_per' => $data['standard_tp'][$index] ?? 0,
- 'standerd_tep_per' => $data['standard_ter'][$index] ?? 0,
- 'actual_bp_amt' => $data['actual_bp_amt'][$index] ?? 0,
- 'actual_tp_amt' => $data['actual_tp_amt'][$index] ?? 0,
- 'actual_tep_amt' => $data['actual_tep_amt'][$index] ?? 0,
- 'actual_bp_per' => $data['actual_bp_per'][$index] ?? 0,
- 'actual_tp_per' => $data['actual_tp_per'][$index] ?? 0,
- 'actual_tep_per' => $data['actual_tep_per'][$index] ?? 0,
- 'actual_bp_brokerage_amt' => $data['actual_bp_brokerage_amt'][$index] ?? 0,
- 'actual_tp_brokerage_amt' => $data['actual_tp_brokerage_amt'][$index] ?? 0,
- 'actual_tep_brokerage_amt' => $data['actual_tep_brokerage_amt'][$index] ?? 0,
- 'exp_amt' => isset($data['exp_amt'][$index]) && !empty($data['exp_amt'][$index]) ? $data['exp_amt'][$index] : expected_amount_calc($data, $index),
- 'amount' => $data['total'][$index] ?? 0,
- 'stamp_duty' => $data['stamp_duty'][$index] ?? 0,
- 'cop_amt' => $cop_amt,
- 'variance' => $data['variance'][$index] ?? 0,
- 'reward' => $data['reward'][$index] ?? null,
- 'created_by' => get_session_userid() ?? null,
- 'updated_by' => get_session_userid() ?? null,
- 'id' => $data['co_share_id'][$index] ?? null, // Assuming this is the ID to identify existing records
- 'follower_policy_no' => $data['follower_policy_no'][$index] ?? null,
- 'non_comm_per_amt' => $data['non_comm_per_amt'][$index] ?? null,
- ];
- }
-
- // print_r($pt_id);
- // print_r($coShareDetails);
- // die;
-
- // Separate data into insert and update batches
- $insertData = array_filter($coShareDetails, function ($detail) {
- return empty($detail['id']); // Only insert new records
- });
-
- $updateData = array_filter($coShareDetails, function ($detail) {
- return !empty($detail['id']); // Only update existing records
- });
-
- // Insert new records
- if (!empty($insertData)) {
- $this->PTCOShareDetailsModel->insertBatch($insertData);
- }
-
- // Update existing records
- if (!empty($updateData)) {
- $this->PTCOShareDetailsModel->updateBatch($updateData, 'id'); // Assuming 'id' is the unique identifier
- }
-
- // print_r($this->PTCOShareDetailsModel->getLastQuery()); die;
- // print_r($coShareDetails);
- // die;
-
- return true;
- }
-
- // print_r($data);
- // die;
- }
-
- private function prepareClientPolicyInsertData($data)
- {
- return [
- 'client_id' => $data['client_id'] ?? null,
- 'insurer_id' => $data['insurer_id'] ?? null,
- 'insurer_branch_id' => $data['insurer_branch_id'] ?? null,
- 'tpa_id' => $data['tpa_id'] ?? null,
- 'tpa_branch_id' => $data['tpa_branch_id'] ?? null,
- 'policy_type_id' => $data['policy_type_id'] ?? null,
- 'policy_start_date' => $data['policy_start_date'] ?? null,
- 'policy_end_date' => $data['policy_end_date'] ?? null,
- 'policy_status' => 1,
- 'is_addon' => $data['is_addon'] ?? null,
- 'base_policy' => $data['base_policy'] ?? 0,
- 'created_by' => get_session_userid(),
- 'policy_no' => $data['policy_no'] ?? null,
- 'client_branch_id' => $data['client_branch_id'] ?? 0,
- 'cd_ac_pk' => $data['cd_ac_no'] ?? null,
- 'gst' => 18,
- 'policy_entry_from' => 2,
- ];
- }
-
- private function insertTransactionStatus($policyTranId, $data, $statusType)
- {
- $statusData = [
- 'policy_tran_id' => $policyTranId,
- 'status' => $data['status'],
- 'last_action_date' => $data['last_action_date'],
- 'status_type' => $statusType,
- 'created_by' => get_session_userid(),
- ];
- $this->policyTransactionStatusModel->insert($statusData);
- }
-
- private function processCompletedStatus($data, $client_policy_id, $insurer_id, $policyTranId)
- {
- $totalAmount = (int)$data['total'][0] ?? 0;
- $description = 'The following amount of Rs. ' . $totalAmount . '/- has been debited for the ' . $data['emp_count'] . ' employees at Inception (BDS).';
-
- $cdTransactionData = [
- 'amount' => $totalAmount,
- 'sub_type_id' => 4,
- 'client_id' => $data['client_id'],
- 'client_policy_id' => $client_policy_id ?? 0,
- 'endorsement_no' => null,
- 'cd_ac_no' => $data['cd_ac_no'] ?? null,
- 'insurer_id' => $insurer_id,
- 'description' => $description,
- 'transaction_type' => 'Debit',
- 'updated_by' => get_session_userid(),
- 'event_name' => 'inception',
- 'is_active' => 1,
- 'cd_ac_pk' => $data['cd_ac_pk'],
- 'pt_id' => $policyTranId ?? null,
- ];
-
- $result = DepositHelper::saveDeposit($cdTransactionData, get_session_userid());
-
- if(isset($result) && $result['success'] == true){
- $update_data['ct_tran_id'] = $result['insert_id'];
- $this->policyTransactionModel->where('id', $policyTranId)->set($update_data)->update();
- }
- }
-
- private function cdCorrection($data, $amt, $policyTranId)
- {
- $totalAmount = (int)($amt ?? 0);
- $description = 'The following amount of Rs. ' . $totalAmount . '/- has been debited towards the difference arising from the change in the BDS base premium.';
-
- $cdTransactionData = [
- 'amount' => abs($totalAmount),
- 'sub_type_id' => 4,
- 'client_id' => $data['client_id'],
- 'client_policy_id' => $data['client_policy_id'] ?? 0,
- 'endorsement_no' => null,
- 'cd_ac_no' => $data['cd_ac_no'] ?? null,
- 'insurer_id' => $data['insurer_id'],
- 'description' => $description,
- 'transaction_type' => $totalAmount < 0 ? 'Credit' : 'Debit',
- 'updated_by' => get_session_userid(),
- 'event_name' => 'inception',
- 'is_active' => 1,
- 'cd_ac_pk' => $data['cd_ac_pk'],
- 'pt_id' => $policyTranId ?? null,
- ];
-
- DepositHelper::saveDeposit($cdTransactionData, get_session_userid());
- }
-
- private function processInsertIndividualMemberInEmpTable($data)
- {
- // print_r($data);
- if (isset($data['family_name']) && !empty($data['family_name'])) {
-
- $emp_data = [];
- $emp_ids = [];
- $random_code = generateRandomCode(); // Generate random code once
-
- foreach ($data['family_name'] as $index => $val) {
-
- // Determine the gender based on the relationship
- $relationship = $data['relationship'][$index] ?? '';
- $gender = 'M'; // Default to Male
-
- // Set gender based on relationship
- if (in_array($relationship, ['Mother', 'Daughter', 'Mother in law', 'Spouse'])) {
- $gender = 'F';
- }
-
- $emp_data[] = [
- 'client_id' => $data['client_id'] ?? 0,
- 'client_branch_id' => $data['client_branch_id'] ?? 0,
- 'name' => $val,
- 'relationship' => $relationship,
- 'gender' => $gender,
- 'emp_status' => 'active',
- 'created_by' => get_session_userid(),
- 'emp_code' => $random_code, // Use the same random code for all
- 'id' => $data['emp_id'][$index] ?? null
- ];
-
- $emp_ids[] = $data['emp_id'][$index] ?? 0;
- }
-
-
- // print_r($emp_data); die;
-
- // Separate data into insert and update batches
- $insertData = array_filter($emp_data, function ($detail) {
- return empty($detail['id']); // Only insert new records
- });
-
- $updateData = array_filter($emp_data, function ($detail) {
- return !empty($detail['id']); // Only update existing records
- });
-
- // Insert new records
- if (!empty($insertData)) {
- $this->employeeModel->insertBatch($insertData);
- }
-
- // Update existing records
- if (!empty($updateData)) {
- $this->employeeModel->updateBatch($updateData, 'id'); // Assuming 'id' is the unique identifier
- }
-
- return $emp_ids;
- }
- }
-
- private function InsertIndividualEmpPolicyTable($emp_ids, $client_policy_id)
- {
- if (!empty($emp_ids)) {
-
- $emp_policy_data = [];
-
- foreach ($emp_ids as $index => $emp_id) {
-
- $emp_policy_data[] = [
- 'employee_id' => $emp_id ?? 0,
- 'client_policy_id' => $client_policy_id ?? 0,
- 'created_by' => get_session_userid(),
- 'status' => 'active',
- ];
- }
-
- // print_r($emp_policy_data); die;
-
- // Insert new records
- if (!empty($emp_policy_data)) {
- $this->employeePolicyModel->insertBatch($emp_policy_data);
- }
-
-
- return true;
- }
- }
-
- private function respondSuccess($id, $message, $data)
- {
- return $this->respond(['status' => true, 'pt_id' => $id, 'message' => $message, 'data' => $data], 200);
- }
-
- private function respondError($message)
- {
- return $this->respond(['status' => false, 'message' => $message], 200);
- }
- // policy Transaction Create function End
-
- // Get the Single Inception Tranction data for edit
- public function getInceptionDataForEdit($id)
- {
- $data = $this->policyTransactionModel
- ->select('
- policy_transaction.*,
- clients.short_name as client_short_name,
- clients.client_type,
- clients.entity_type_id,
- policy_type.policy_type,
- client_policy.tpa_id as master_tpa_id,
- client_policy.tpa_branch_id as master_tpa_branch_id,
- client_policy.policy_type_id as master_policy_type_id,
- client_policy.is_addon,
- client_policy.base_policy,
- (
- select last_action_date
- from policy_transaction_status
- where policy_tran_id = policy_transaction.id
- and status = policy_transaction.status
- order by id desc
- limit 1
-
- ) as last_action_date
- ')
- ->join('clients', 'clients.id = policy_transaction.client_id')
- ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
- ->join('policy_type', 'client_policy.policy_type_id = policy_type.id', 'left')
- ->where('policy_transaction.id', $id)
- ->where('policy_transaction.is_active', 1)
- ->first();
-
- $data['created_at'] = (isset($data['created_at']) && $data['created_at'] !== null && $data['created_at'] !== '')
- ? date('d/m/Y h:i:s A', strtotime($data['created_at']))
- : null;
-
- $data['updated_at'] = (isset($data['updated_at']) && $data['updated_at'] !== null && $data['updated_at'] !== '')
- ? date('d/m/Y h:i:s A', strtotime($data['updated_at']))
- : null;
-
-
- if (!empty($data['policy_issue_date'])) {
- $data['policy_issue_date'] = change_date_format($data['policy_issue_date'], 'Y-m-d', 'd/m/Y');
- }
-
- if (!empty($data['policy_start_date'])) {
- $data['policy_start_date'] = change_date_format($data['policy_start_date'], 'Y-m-d', 'd/m/Y');
- }
-
- if (!empty($data['policy_end_date'])) {
- $data['policy_end_date'] = change_date_format($data['policy_end_date'], 'Y-m-d', 'd/m/Y');
- }
-
- if (!empty($data['renewal_date'])) {
- $data['renewal_date'] = change_date_format($data['renewal_date'], 'Y-m-d', 'd/m/Y');
- }
-
- if (!empty($data['rollover_date'])) {
- $data['rollover_date'] = change_date_format($data['rollover_date'], 'Y-m-d', 'd/m/Y');
- }
-
- if (!empty($data['endorse_eff_date'])) {
- $data['endorse_eff_date'] = change_date_format($data['endorse_eff_date'], 'Y-m-d', 'd/m/Y');
- }
-
- if (!empty($data['last_action_date'])) {
- $data['last_action_date'] = change_date_format($data['last_action_date'], 'Y-m-d', 'd/m/Y');
- }
-
- if (!empty($data['month'])) {
- $data['month'] = change_date_format($data['month'], 'Y-m-d', 'M/Y');
- } else {
- $data['month'] = null;
- }
-
- // print_r($data); die;
-
- $data['renewal_policy'] = $this->clientPolicyModel
- ->select('client_policy.*, policy_type.policy_type')
- ->join('policy_type', 'policy_type.id = client_policy.policy_type_id')
- ->where('client_policy.client_id', $data['client_id'])
- ->where('client_policy.client_branch_id', $data['client_branch_id'])
- ->where('client_policy.is_active', 1)
- ->findAll();
-
- $data['base_policy_data'] = $this->clientPolicyModel
- ->select('client_policy.*, policy_type.policy_type')
- ->join('policy_type', 'policy_type.id = client_policy.policy_type_id')
- ->where('client_policy.client_id', $data['client_id'])
- ->where('client_policy.client_branch_id', $data['client_branch_id'])
- ->whereIn('client_policy.policy_type_id', [2, 3])
- ->where('client_policy.is_active', 1)
- ->findAll();
-
- $pt_bp_amt = $this->PTCOShareDetailsModel
- ->select('bp_amt, amount')
- ->where('pt_id', $id)
- ->where('co_share_type', 1)
- ->where('is_active', 1)
- ->first();
-
- // dd(db_connect()->getLastQuery() ,$pt_bp_amt);
- $data['base_cd_amount'] = $pt_bp_amt['amount'] ?? null;
-
-
- $ptFileQuery = $this->PTFileModel
- ->join('policy_transaction', 'pt_files.pt_id = policy_transaction.id')
- ->where('pt_files.pt_id', $id)
- ->where('pt_files.is_active', 1);
-
- if (!in_array(get_role_id(), [1, 5]) && empty(array_intersect(user_team(), [MANAGEMENT_TEAM_ID, FINANCE_TEAM_ID, BUSINESS_TEAM_ID]))) {
-
- if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
- $ptFileQuery->where('pt_files.created_by', get_session_userid());
- }
- }
-
- $data['pt_files'] = $ptFileQuery->findAll();
-
-
-
- $data['pt_co_share_details'] = $this->PTCOShareDetailsModel
- ->select("
- pt_co_share_details.*,
-
- (
- SELECT
- COUNT(*)
- FROM
- co_share_stmt_details
- WHERE
- co_share_stmt_details.co_share_id = pt_co_share_details.id
- AND co_share_stmt_details.is_active = 1
- ) AS record_count,
-
- (
- SELECT
- SUM(actual_bp_amt)
- FROM
- co_share_stmt_details
- WHERE
- co_share_id = pt_co_share_details.id
- AND is_active = 1
-
- ) AS actual_bp_amount,
-
- (
- SELECT
- SUM(actual_tp_amt)
- FROM
- co_share_stmt_details
- WHERE
- co_share_id = pt_co_share_details.id
- AND is_active = 1
-
- ) AS actual_tp_amount,
-
- (
- SELECT
- SUM(actual_tep_amt)
- FROM
- co_share_stmt_details
- WHERE
- co_share_id = pt_co_share_details.id
- AND is_active = 1
-
- ) AS actual_tep_amount,
-
- (
- SELECT
- SUM(actual_bp_per)
- FROM
- co_share_stmt_details
- WHERE
- co_share_id = pt_co_share_details.id
- AND is_active = 1
-
- ) AS actual_bp_percentage,
-
- (
- SELECT
- SUM(actual_tp_per)
- FROM
- co_share_stmt_details
- WHERE
- co_share_id = pt_co_share_details.id
- AND is_active = 1
-
- ) AS actual_tp_percentage,
-
- (
- SELECT
- SUM(actual_tep_per)
- FROM
- co_share_stmt_details
- WHERE
- co_share_id = pt_co_share_details.id
- AND is_active = 1
-
- ) AS actual_tep_percentage,
-
-
- (
- SELECT
- SUM(actual_bp_brokerage_amt)
- FROM
- co_share_stmt_details
- WHERE
- co_share_id = pt_co_share_details.id
- AND is_active = 1
-
- ) AS actual_bp_brokerage_amount,
-
-
- (
- SELECT
- SUM(actual_tp_brokerage_amt)
- FROM
- co_share_stmt_details
- WHERE
- co_share_id = pt_co_share_details.id
- AND is_active = 1
-
- ) AS actual_tp_brokerage_amount,
-
-
- (
- SELECT
- SUM(actual_tep_brokerage_amt)
- FROM
- co_share_stmt_details
- WHERE
- co_share_id = pt_co_share_details.id
- AND is_active = 1
-
- ) AS actual_tep_brokerage_amount
-
- ")
- ->where('pt_id', $id)
- ->where('is_active', 1)
- ->orderBy('id', 'asc')
- ->findAll();
-
- $data['emp_data'] = $this->employeeModel
- ->select('employees.*, employee_polices.id as emp_policy_id')
- ->join('employee_polices', 'employees.id = employee_polices.employee_id', 'left')
- ->where('employees.client_id', $data['client_id'])
- ->where('employees.is_active', 1)->findAll();
- // $data['client_kyc'] = $this->clientKYCDocsModel->where('client_id', $data['client_id'])->findAll();
-
- $clientController = new ClientController();
- $data['client_kyc_primary_table'] = $clientController->generateKycPrimaryTable($data['client_id']);
- $data['client_kyc_other_table'] = $clientController->generateKycOthersTable($data['client_id']);
-
- $data['vehicle_docs'] = $this->clientKYCDocsModel
- ->where('client_id', $data['client_id'])
- ->where('vehicle_id', $data['vehicle_id'])
- ->findAll();
-
- // print_r( $data['pt_co_share_details']); die;
- // return $data;
- if ($data) {
- return $this->respond(['status' => true, 'data' => $data], 200);
- } else {
- return $this->respond(['status' => false], 200);
- }
- }
-
- public function removePolicyTransaction($id, $type = 0)
- {
- if ($id) {
- $data['is_active'] = 0;
- $policy_transaction_data = $this->policyTransactionModel->where('id', $id)->first();
- if($policy_transaction_data['policy_type_id'] > 7 && $type == 0){
-
- $this->policyTransactionModel->where('id', $id)->set($data)->update();
- $this->PTCOShareDetailsModel->where('pt_id', $id)->set($data)->update();
- $this->clientPolicyModel->where('id', $policy_transaction_data['client_policy_id'])->set($data)->update();
- $this->policyTransactionModel->where('client_policy_id', $policy_transaction_data['client_policy_id'])->set($data)->update();
-
- $cd_transaction_model = new ClientDepositModel();
- $cd_transaction_model->where('policy_transaction_id', $id)->set($data)->update();
-
- }else{
- $this->policyTransactionModel->where('id', $id)->set($data)->update();
- $this->PTCOShareDetailsModel->where('pt_id', $id)->set($data)->update();
+ $client_data = $this->clientModel->where('id', $data['client_id'])->first();
+ $data['client_kyc'] = $this->clientKYCDocsModel->where('client_id', $data['client_id'])->findAll();
- $cd_transaction_model = new ClientDepositModel();
- $cd_transaction_model->where('policy_transaction_id', $id)->set($data)->update();
+ $clientController = new ClientController();
+ $data['client_kyc_primary_table'] = $clientController->generateKycPrimaryTable($data['client_id']);
+ $data['client_kyc_other_table'] = $clientController->generateKycOthersTable($data['client_id']);
+ $data['entity_type_id'] = $client_data['entity_type_id'];
+ return $this->respondSuccess($insert, "Policy transaction created successfully", $data);
}
- return $this->respond(['status' => true, 'code' => 200, 'message' => 'Policy Transaction removed successfully'], 200);
- } else {
- return $this->respond(['status' => false, 'code' => 404, 'message' => 'Failed to remove policy transaction'], 200);
- }
- }
-
- //function for soft delete for pt_co_share_details records
- public function removePtCoShareRecords($primaryKeys, $pt_id)
- {
- if (empty($primaryKeys)) {
- return false;
+ return $this->respondError("Failed to create policy transaction");
}
- // Convert array to a comma-separated string of placeholders for query binding
- $placeholders = implode(',', array_fill(0, count($primaryKeys), '?'));
+ private function updateInceptionPolicy($id, $data)
+ {
+ // print_r($data); die;
+ $old_pt_data = $this->policyTransactionModel->where('is_active', 1)->where("id", $id)->first();
+ $old_pt_co_share_data = $this->PTCOShareDetailsModel->where('is_active', 1)->where("id", $id)->first();
+ if ($this->policyTransactionModel->update($id, $data)) {
- // Prepare the query with proper binding
- $sql = "UPDATE pt_co_share_details SET is_active = 0 WHERE pt_id = ? AND id NOT IN ($placeholders)";
+ $this->insertTransactionStatus($id, $data, 1);
+ $emp_data = $this->processInsertIndividualMemberInEmpTable($data);
- // Merge pt_id with primary keys for binding
- $params = array_merge([$pt_id], $primaryKeys);
+ if (isset($data['follow_insurer_id']) && !empty($data['follow_insurer_id'][0])) {
- // Execute the query with bound parameters
- return db_connect()->query($sql, $params);
- }
+ $this->insertOrUpdateCoShareDetails($data, $id);
+ if ($data['ct_type'] == 1) {
+ $this->policyTransactionModel->update($id, ['client_policy_id' => $data['client_policy_id']]);
+ }
- //------------------------------------------------------------------------------------------------
+ if (empty($data['client_policy_id']) || $data['client_policy_id'] == 0) {
- // Policy Transaction Endorsement
- public function viewEndorsement()
- {
- // echo '';
- // !dd($this->getEndorsementDataForEdit(17));
- $bds_edit_pt_id = $this->request->getGet('pt_id') ?? null;
- $data['tab_name'] = 'Endorsement';
- $data['page_name'] = 'Endorsement';
- $data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
- $data['issuer_branch'] = $this->nhanceBranchModel->where('is_active', 1)->findAll();
- $data['client_type'] = [1 => 'Group', 2 => 'Individual'];
+ if ($data['ct_type'] == 2) {
+ $client_policy_insert_data = $this->prepareClientPolicyInsertData($data);
+ $client_policy_id = $this->clientPolicyModel->insert($client_policy_insert_data);
+ $this->policyTransactionModel->update($id, ['client_policy_id' => $client_policy_id]);
+ $this->InsertIndividualEmpPolicyTable($emp_data, $client_policy_id);
+ }
+ } else {
+ if (isset($data['emp_policy_id']) && !empty($data['emp_policy_id'][0])) {
+ $this->InsertIndividualEmpPolicyTable($emp_data, $data['client_policy_id']);
+ }
+ }
- $data['policy_status'] = [
- 'under_process' => 'Under Process',
- 'client_pending' => 'Client Pending',
- 'insurer_pending' => 'Insurer Pending',
- 'co_insurer_pending' => 'Co-Insurer Pending',
- 'tpa_pending' => 'TPA Pending',
- 'validated' => 'Validated',
- 'cancelled' => 'Cancelled',
- 'instalment_pending' => 'Instalment Pending',
- 'completed' => 'Completed',
- ];
+ // if($old_pt_data['status'] != "completed"){
+ // if ($data['status'] == 'completed' && $data['ct_type'] == 2) {
+ // if ($data['client_type'] == 1 && $data['is_cd_reduce_from_bds'] == 1) {
+ // $this->processCompletedStatus($data, $data['client_policy_id'], $data['insurer_id'], $id);
+ // }
+ // }
+ // }
- $data['invoice_status'] = [
- 'yet_to_generate' => 'Pending',
- 'generated' => 'Generated',
- 'send' => 'Sent',
- 'recived' => 'Payment Received',
- ];
+ $data['pt_co_share_details'] = $this->PTCOShareDetailsModel->where('pt_id', $id)->where('is_active', 1)->findAll();
+ }
- $data['action_type'] = [
- 'addition' => 'Addition',
- 'deletion' => 'Deletion',
- 'addition_deletion' => 'Addition & Deletion',
- 'si_enhancement' => 'SI Enhancement',
- 'combo_a_d_si' => 'Combo A, D & SI',
- 'correction' => 'Correction',
- 'baby_addition' => 'Baby Addition',
- 'policy_instalment' => 'Policy Instalment',
- 'addition_inception' => 'Addition-Inception',
- 'bds_correction' => 'BDS Correction',
- 'policy_correction' => 'Policy Correction',
- 'policy_cancellation' => 'Policy Cancellation',
- ];
+ if(isset($data['cd_amt_changed']) && !empty($data['cd_amt_changed'])){
+ $policy_data = $this->policyTransactionModel->where('is_active', 1)->where('id', $id)->first();
+ $this->cdCorrection($policy_data, $data['cd_amt_changed'], $id);
+ }
- $data['date_type'] = [
- 'policy_issue_date' => 'Policy Issue Date',
- 'policy_start_date' => 'Policy Start Date',
- 'policy_end_date' => 'Policy End Date',
- ];
+ $client_data = $this->clientModel->where('id', $data['client_id'])->first();
+ $data['client_kyc'] = $this->clientKYCDocsModel->where('client_id', $data['client_id'])->findAll();
+
+ $clientController = new ClientController();
+ $data['client_kyc_primary_table'] = $clientController->generateKycPrimaryTable($data['client_id']);
+ $data['client_kyc_other_table'] = $clientController->generateKycOthersTable($data['client_id']);
- //filter datas
- $start_date = $this->request->getGet('start_date');
- $end_date = $this->request->getGet('end_date');
- $client_id = $this->request->getGet('client_id');
- $insurer_id = $this->request->getGet('insurer_id');
- $policy_type_id = $this->request->getGet('policy_type_id');
- $date_type = $this->request->getGet('date_type');
- $issuer = $this->request->getGet('issuer');
- $status = $this->request->getGet('status');
+ $data['entity_type_id'] = $client_data['entity_type_id'];
- $start_date = (!isset($start_date) || $start_date === '' || $start_date === null) ? 0 : $start_date;
- $end_date = (!isset($end_date) || $end_date === '' || $end_date === null) ? 0 : $end_date;
-
- $client_id = (!isset($client_id) || $client_id === '' || $client_id === null) ? 0 : $client_id;
- $insurer_id = (!isset($insurer_id) || $insurer_id === '' || $insurer_id === null) ? 0 : $insurer_id;
- $policy_type_id = (!isset($policy_type_id) || $policy_type_id === '' || $policy_type_id === null) ? 0 : $policy_type_id;
- $date_type = (!isset($date_type) || $date_type === '' || $date_type === null) ? 0 : $date_type;
- $issuer = (!isset($issuer) || $issuer === '' || $issuer === null) ? 0 : $issuer;
- $status = (!isset($issuer) || $status === '' || $status === null) ? 0 : $status;
-
- if($bds_edit_pt_id == null){
- $data['endorsement_data_list'] = $this->policyTransactionModel->getEndorsementTranctionListData($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $status);
- }else{
- $data['endorsement_data_list'] = [];
- }
- $data['client'] = $this->clientModel->where('is_active', 1)->findAll();
- $data['policy_types'] = $this->policyTypeModel->where('is_active', 1)->findAll();
-
- $data['insurer'] = $this->insurerModel->where('is_active', 1)->findAll();
- // $data['tpa'] = $this->tpaModel->where('is_active', 1)->findAll();
- $data['insurer_branch'] = $this->insurerBranchModel->getInsurerBranchesWithInsurerNames();
- $data['tpa'] = $this->tpaBranchModel->getTpaBranchesWithTpaNames();
- list($policyList, $policyListByClient) = $this->getPolicyForEndorsment();
-
- $data['endorsementPolicies'] = $policyList;
- $data['endorsementPolicyListByClient'] = $policyListByClient;
-
- // dd($data);
- // print_r($data['endorsementPolicies']);die();
-
- $this->loadLayout('policy_transaction_endorsement_list', $data);
- }
-
- public function createEndorsementPolicy()
- {
- $id = $this->request->getPost('id');
- $data = $this->preparePolicyTransactionData();
- $data['status'] = 'completed';
- // print_r($data); die;
-
- if (!$id) {
- return $this->insertEndorsementTransaction($data);
- } else {
- return $this->updateEndorsementTransaction($id, $data);
- }
- }
-
- private function preparePolicyTransactionData()
- {
- $data = $this->request->getPost();
-
- // echo '';
- // print_r($data);
- // die;
-
- if (!isset($data['policy_with_corr'])) {
- $data['policy_with_corr'] = 0;
- } elseif ($data['policy_with_corr']) {
- $data['policy_with_corr'] = 1;
- }
-
- // if (!isset($data['is_cd_reduce_from_bds'])) {
- // $data['is_cd_reduce_from_bds'] = 0;
- // } elseif ($data['is_cd_reduce_from_bds']) {
- // $data['is_cd_reduce_from_bds'] = 1;
- // }
-
- if (empty($data['data_received_date'])) {
- $data['data_received_date'] = null;
- } else {
- $data['data_received_date'] = change_date_format($data['data_received_date'], 'd/m/Y', 'Y-m-d');
- }
-
- if (empty($data['policy_issue_date'])) {
- $data['policy_issue_date'] = null;
- } else {
- $data['policy_issue_date'] = change_date_format($data['policy_issue_date'], 'd/m/Y', 'Y-m-d');
- }
-
- if (empty($data['endorse_eff_date'])) {
- $data['endorse_eff_date'] = null;
- } else {
- $data['endorse_eff_date'] = change_date_format($data['endorse_eff_date'], 'd/m/Y', 'Y-m-d');
- }
-
- if (empty($data['install_due_date'])) {
- $data['install_due_date'] = null;
- } else {
- $data['install_due_date'] = change_date_format($data['install_due_date'], 'd/m/Y', 'Y-m-d');
- }
-
- if (!empty($data['month'])) {
- $month = '01/' . $data['month'];
- $data['month'] = change_date_format($month, 'd/M/Y', 'Y-m-d');
- }
-
- if (empty($data['last_action_date'])) {
- $data['last_action_date'] = null;
- } else {
- $data['last_action_date'] = change_date_format($data['last_action_date']);
- }
-
- // print_r($data); die;
-
- // Separate Insurer and TPA Branch IDs and IDs
- if (isset($data['insurer_id']) && !empty($data['insurer_id'])) {
- list($data['insurer_branch_id'], $data['insurer_id']) = explode('-', $data['insurer_id']);
- if (isset($data['tpa']) && !empty($data['tpa'])) {
- list($data['tpa_branch_id'], $data['tpa_id']) = explode('-', $data['tpa']);
+ return $this->respondSuccess($id, "Policy transaction updated successfully", $data);
}
+
+ return $this->respondError("Failed to update policy transaction");
}
- $issue_type = $this->policyTransactionModel
- ->where('action_type', 'inception')
- ->where('client_id', $this->request->getPost('client_id'))
- // ->where('client_policy_id', $this->request->getPost('client_policy_id'))
- ->where('id', $this->request->getPost('client_policy_id'))
- ->where('policy_transaction.is_active', 1)
- ->first();
+ private function insertOrUpdateCoShareDetails($data, $pt_id)
+ {
+ // Prepare data for insertion and updating
+ $coShareDetails = [];
+ if (isset($data['co_share_id']) && !empty($data['co_share_id'])) {
+ $this->removePtCoShareRecords($data['co_share_id'], $pt_id);
+ }
- $data['tsi'] = generate_tsi_code($issue_type['issue_type'] ?? 1);
+ if (isset($data['follow_insurer_id'])) {
- if (!isset($data['client_branch_id']) || $data['client_branch_id'] == "") {
- $client_branch_id = $issue_type['client_branch_id'];
- }else{
- $client_branch_id = $data['client_branch_id'];
+ foreach ($data['follow_insurer_id'] as $index => $insurer) {
+
+ // Separate the insurer and insurer branch
+ if (isset($insurer) && !empty($insurer)) {
+ list($insurer_branch_id, $insurer_id) = explode('-', $insurer);
+ } else {
+ $insurer_branch_id = null;
+ $insurer_id = null;
+ }
+
+ if ($data['bro_payable_by'] == 1) {
+ $cop_amt = isset($data['co_premium'][$index]) && ($data['co_premium'][$index] != "0.00" && !empty($data['co_premium'][$index])) ? $data['co_premium'][$index] : ($data['base_premium'][$index] ?? 0);
+ // print_r($cop_amt);die();
+ } else {
+ $cop_amt = $data['co_premium'][$index] ?? 0;
+ }
+
+ // Prepare each co-share detail entry
+ $coShareDetails[] = [
+ 'pt_id' => $pt_id,
+ 'insurer_id' => $insurer_id ?? 0,
+ 'insurer_branch_id' => $insurer_branch_id ?? 0,
+ 'co_share_type' => $data['co_share_type'][$index] ?? 1,
+ 'co_share_per' => $data['co_share_per'][$index] ?? 0,
+ 'bp_amt' => $data['base_premium'][$index] ?? 0,
+ 'bp_gst_amt' => $data['gst_amount'][$index] ?? 0,
+ 'bp_igst' => $data['igst'][$index] ?? 0,
+ 'bp_sgst' => $data['sgst'][$index] ?? 0,
+ 'bp_cgst' => $data['cgst'][$index] ?? 0,
+ 'tp_amt' => $data['tp_premium'][$index] ?? 0,
+ 'tep_amt' => $data['ter_premium'][$index] ?? 0,
+ 'cotp_amt' => $data['co_tp_premium'][$index] ?? 0,
+ 'cotep_amt' => $data['co_ter_premium'][$index] ?? 0,
+ 'agreed_amt' => $data['agreed_amount'][$index] ?? 0,
+ 'agreed_bp_per' => $data['agreed_bp'][$index] ?? 0,
+ 'agreed_tp_per' => $data['agreed_tp'][$index] ?? 0,
+ 'agreed_tep_per' => $data['agreed_ter'][$index] ?? 0,
+ 'standerd_bp_per' => $data['standard_bp'][$index] ?? 0,
+ 'standerd_tp_per' => $data['standard_tp'][$index] ?? 0,
+ 'standerd_tep_per' => $data['standard_ter'][$index] ?? 0,
+ 'actual_bp_amt' => $data['actual_bp_amt'][$index] ?? 0,
+ 'actual_tp_amt' => $data['actual_tp_amt'][$index] ?? 0,
+ 'actual_tep_amt' => $data['actual_tep_amt'][$index] ?? 0,
+ 'actual_bp_per' => $data['actual_bp_per'][$index] ?? 0,
+ 'actual_tp_per' => $data['actual_tp_per'][$index] ?? 0,
+ 'actual_tep_per' => $data['actual_tep_per'][$index] ?? 0,
+ 'actual_bp_brokerage_amt' => $data['actual_bp_brokerage_amt'][$index] ?? 0,
+ 'actual_tp_brokerage_amt' => $data['actual_tp_brokerage_amt'][$index] ?? 0,
+ 'actual_tep_brokerage_amt' => $data['actual_tep_brokerage_amt'][$index] ?? 0,
+ 'exp_amt' => isset($data['exp_amt'][$index]) && !empty($data['exp_amt'][$index]) ? $data['exp_amt'][$index] : expected_amount_calc($data, $index),
+ 'amount' => $data['total'][$index] ?? 0,
+ 'stamp_duty' => $data['stamp_duty'][$index] ?? 0,
+ 'cop_amt' => $cop_amt,
+ 'variance' => $data['variance'][$index] ?? 0,
+ 'reward' => $data['reward'][$index] ?? null,
+ 'created_by' => get_session_userid() ?? null,
+ 'updated_by' => get_session_userid() ?? null,
+ 'id' => $data['co_share_id'][$index] ?? null, // Assuming this is the ID to identify existing records
+ 'follower_policy_no' => $data['follower_policy_no'][$index] ?? null,
+ 'non_comm_per_amt' => $data['non_comm_per_amt'][$index] ?? null,
+ ];
+ }
+
+ // print_r($pt_id);
+ // print_r($coShareDetails);
+ // die;
+
+ // Separate data into insert and update batches
+ $insertData = array_filter($coShareDetails, function ($detail) {
+ return empty($detail['id']); // Only insert new records
+ });
+
+ $updateData = array_filter($coShareDetails, function ($detail) {
+ return !empty($detail['id']); // Only update existing records
+ });
+
+ // Insert new records
+ if (!empty($insertData)) {
+ $this->PTCOShareDetailsModel->insertBatch($insertData);
+ }
+
+ // Update existing records
+ if (!empty($updateData)) {
+ $this->PTCOShareDetailsModel->updateBatch($updateData, 'id'); // Assuming 'id' is the unique identifier
+ }
+
+ // print_r($this->PTCOShareDetailsModel->getLastQuery()); die;
+ // print_r($coShareDetails);
+ // die;
+
+ return true;
+ }
+
+ // print_r($data);
+ // die;
}
- $data['is_cd_reduce_from_bds'] = (isset($issue_type['policy_type_id']) && $issue_type['policy_type_id'] > 7 && $data['client_type'] == 1) ? 1 : 0;
+ private function prepareClientPolicyInsertData($data)
+ {
+ return [
+ 'client_id' => $data['client_id'] ?? null,
+ 'insurer_id' => $data['insurer_id'] ?? null,
+ 'insurer_branch_id' => $data['insurer_branch_id'] ?? null,
+ 'tpa_id' => $data['tpa_id'] ?? null,
+ 'tpa_branch_id' => $data['tpa_branch_id'] ?? null,
+ 'policy_type_id' => $data['policy_type_id'] ?? null,
+ 'policy_start_date' => $data['policy_start_date'] ?? null,
+ 'policy_end_date' => $data['policy_end_date'] ?? null,
+ 'policy_status' => 1,
+ 'is_addon' => $data['is_addon'] ?? null,
+ 'base_policy' => $data['base_policy'] ?? 0,
+ 'created_by' => get_session_userid(),
+ 'policy_no' => $data['policy_no'] ?? null,
+ 'client_branch_id' => $data['client_branch_id'] ?? 0,
+ 'cd_ac_pk' => $data['cd_ac_no'] ?? null,
+ 'gst' => 18,
+ 'policy_entry_from' => 2,
+ ];
+ }
- // if($data['bro_payable_by'] == ""){
- // $data['bro_payable_by'] = $issue_type['bro_payable_by'];
- // }
+ private function insertTransactionStatus($policyTranId, $data, $statusType)
+ {
+ $statusData = [
+ 'policy_tran_id' => $policyTranId,
+ 'status' => $data['status'],
+ 'last_action_date' => $data['last_action_date'],
+ 'status_type' => $statusType,
+ 'created_by' => get_session_userid(),
+ ];
+ $this->policyTransactionStatusModel->insert($statusData);
+ }
- if (!$data['id']) {
+ private function processCompletedStatus($data, $client_policy_id, $insurer_id, $policyTranId)
+ {
+ $totalAmount = (int)$data['total'][0] ?? 0;
+ $description = 'The following amount of Rs. ' . $totalAmount . '/- has been debited for the ' . $data['emp_count'] . ' employees at Inception (BDS).';
- $data += [
- 'issuer' => 2,
- 'issuer_branch' => $data['issuer_branch'] ?? 1,
- 'client_type' => $data['client_type'] ?? $issue_type['client_type'] ?? null,
- 'policy_type_id' => $issue_type['policy_type_id'] ?? null,
- 'issue_type' => $issue_type['issue_type'] ?? null,
- 'source_client_policy_id' => $issue_type['source_client_policy_id'] ?? null,
- 'cd_ac_no' => isset($data['cd_ac_no']) && !empty($data['cd_ac_no']) ? $data['cd_ac_no'] : $issue_type['cd_ac_no'] ?? null,
- 'cd_ac_pk' => isset($data['cd_ac_pk']) && !empty($data['cd_ac_pk']) ? $data['cd_ac_pk'] : $issue_type['cd_ac_pk'] ?? null,
- // 'policy_issue_date' => $issue_type['policy_issue_date'] ?? null,
- 'policy_start_date' => $issue_type['policy_start_date'] ?? null,
- 'policy_end_date' => $issue_type['policy_end_date'] ?? null,
- 'revenue_type' => $issue_type['revenue_type'] ?? null,
- 'co_share' => $issue_type['co_share'] ?? 0,
- 'bro_payable_by' => $data['bro_payable_by'] == "" ? $issue_type['bro_payable_by'] ?? 0 : $data['bro_payable_by'],
- 'installment' => $issue_type['installment'] ?? null,
- 'installment_data' => $issue_type['installment_data'] ?? null,
- 'location' => $issue_type['location'] ?? null,
- 'links' => $issue_type['links'] ?? null,
- 'stage' => $issue_type['stage'] ?? null,
- 'etat' => $issue_type['etat'] ?? null,
- 'etat_band' => $issue_type['etat_band'] ?? null,
- 'edate' => $issue_type['edate'] ?? null,
- 'renewal_date' => $issue_type['renewal_date'] ?? null,
- 'rollover_date' => $issue_type['rollover_date'] ?? null,
- 'policy_holder_name' => $issue_type['policy_holder_name'] ?? null,
- 'same_as_proposer' => $issue_type['same_as_proposer'] ?? 1,
- 'ref' => $issue_type['ref'] ?? null,
- 'spl' => $issue_type['spl'] ?? null,
- 'fund_received' => $issue_type['fund_received'] ?? null,
- 'listed_insurers' => $issue_type['listed_insurers'] ?? null,
- 'ppteam' => $issue_type['ppteam'] ?? null,
- 'sales_generated_by' => $issue_type['sales_generated_by'] ?? null,
- 'serviced_by' => $issue_type['serviced_by'] ?? null
+ $cdTransactionData = [
+ 'amount' => $totalAmount,
+ 'sub_type_id' => 4,
+ 'client_id' => $data['client_id'],
+ 'client_policy_id' => $client_policy_id ?? 0,
+ 'endorsement_no' => null,
+ 'cd_ac_no' => $data['cd_ac_no'] ?? null,
+ 'insurer_id' => $insurer_id,
+ 'description' => $description,
+ 'transaction_type' => 'Debit',
+ 'updated_by' => get_session_userid(),
+ 'event_name' => 'inception',
+ 'is_active' => 1,
+ 'cd_ac_pk' => $data['cd_ac_pk'],
+ 'pt_id' => $policyTranId ?? null,
];
- $data['client_branch_id'] = $client_branch_id;
+ $result = DepositHelper::saveDeposit($cdTransactionData, get_session_userid());
+
+ if(isset($result) && $result['success'] == true){
+ $update_data['ct_tran_id'] = $result['insert_id'];
+ $this->policyTransactionModel->where('id', $policyTranId)->set($update_data)->update();
+ }
}
- // print_r($issue_type);
- // print_r($data);
- // die;
+ private function cdCorrection($data, $amt, $policyTranId)
+ {
+ $totalAmount = (int)($amt ?? 0);
+ $description = 'The following amount of Rs. ' . $totalAmount . '/- has been debited towards the difference arising from the change in the BDS base premium.';
- return $data;
- }
+ $cdTransactionData = [
+ 'amount' => abs($totalAmount),
+ 'sub_type_id' => 4,
+ 'client_id' => $data['client_id'],
+ 'client_policy_id' => $data['client_policy_id'] ?? 0,
+ 'endorsement_no' => null,
+ 'cd_ac_no' => $data['cd_ac_no'] ?? null,
+ 'insurer_id' => $data['insurer_id'],
+ 'description' => $description,
+ 'transaction_type' => $totalAmount < 0 ? 'Credit' : 'Debit',
+ 'updated_by' => get_session_userid(),
+ 'event_name' => 'inception',
+ 'is_active' => 1,
+ 'cd_ac_pk' => $data['cd_ac_pk'],
+ 'pt_id' => $policyTranId ?? null,
+ ];
- private function insertEndorsementTransaction($data)
- {
- $insert = $this->policyTransactionModel->insert($data);
-
- if ($insert) {
-
- $this->insertTransactionStatus($insert, $data, 1);
- $this->handleCompletedStatus($data, $insert);
- $this->insertOrUpdateCoShareDetails($data, $insert);
-
- return $this->respond(['status' => true, 'message' => 'Endorsement transaction created successfully'], 200);
+ DepositHelper::saveDeposit($cdTransactionData, get_session_userid());
}
- return $this->respond(['status' => false, 'message' => 'Endorsement transaction creation failed'], 400);
- }
+ private function processInsertIndividualMemberInEmpTable($data)
+ {
+ // print_r($data);
+ if (isset($data['family_name']) && !empty($data['family_name'])) {
- private function updateEndorsementTransaction($id, $data)
- {
- $old_endorse_data = $this->policyTransactionModel->where('id', $id)->where('is_active', 1)->first();
- $update = $this->policyTransactionModel->where('id', $id)->set($data)->update();
+ $emp_data = [];
+ $emp_ids = [];
+ $random_code = generateRandomCode(); // Generate random code once
- if ($update) {
+ foreach ($data['family_name'] as $index => $val) {
- $this->insertTransactionStatus($id, $data, 1);
- // if($old_endorse_data['status'] != "completed"){
- // $this->handleCompletedStatus($data, $id);
- // }
- $this->insertOrUpdateCoShareDetails($data, $id);
+ // Determine the gender based on the relationship
+ $relationship = $data['relationship'][$index] ?? '';
+ $gender = 'M'; // Default to Male
+
+ // Set gender based on relationship
+ if (in_array($relationship, ['Mother', 'Daughter', 'Mother in law', 'Spouse'])) {
+ $gender = 'F';
+ }
+
+ $emp_data[] = [
+ 'client_id' => $data['client_id'] ?? 0,
+ 'client_branch_id' => $data['client_branch_id'] ?? 0,
+ 'name' => $val,
+ 'relationship' => $relationship,
+ 'gender' => $gender,
+ 'emp_status' => 'active',
+ 'created_by' => get_session_userid(),
+ 'emp_code' => $random_code, // Use the same random code for all
+ 'id' => $data['emp_id'][$index] ?? null
+ ];
+
+ $emp_ids[] = $data['emp_id'][$index] ?? 0;
+ }
- return $this->respond(['status' => true, 'message' => 'Endorsement transaction updated successfully'], 200);
+ // print_r($emp_data); die;
+
+ // Separate data into insert and update batches
+ $insertData = array_filter($emp_data, function ($detail) {
+ return empty($detail['id']); // Only insert new records
+ });
+
+ $updateData = array_filter($emp_data, function ($detail) {
+ return !empty($detail['id']); // Only update existing records
+ });
+
+ // Insert new records
+ if (!empty($insertData)) {
+ $this->employeeModel->insertBatch($insertData);
+ }
+
+ // Update existing records
+ if (!empty($updateData)) {
+ $this->employeeModel->updateBatch($updateData, 'id'); // Assuming 'id' is the unique identifier
+ }
+
+ return $emp_ids;
+ }
}
- return $this->respond(['status' => false, 'message' => 'Endorsement transaction update failed'], 400);
- }
+ private function InsertIndividualEmpPolicyTable($emp_ids, $client_policy_id)
+ {
+ if (!empty($emp_ids)) {
- private function handleCompletedStatus($data, $policy_tran_id)
- {
- if ($data['client_type'] == 1 && $data['status'] == 'completed' && $data['is_cd_reduce_from_bds'] == 1) {
+ $emp_policy_data = [];
- $tolamt = (int) $data['total'][0] ?? 0;
+ foreach ($emp_ids as $index => $emp_id) {
- if(!empty($tolamt)){
- $description = 'The following amount of Rs. ' . round($tolamt, 2) . '/- has been' .
- ($data['action_type'] == 'deletion' ? ' Credit ' : ' Debit ') . 'from the policy transaction (BDS)';
-
- $cd_tranction_data = [
- 'amount' => abs($tolamt),
- 'sub_type_id' => $data['action_type'] == 'deletion' ? 3 : 4,
- 'client_id' => $data['client_id'],
- 'client_policy_id' => $data['client_policy_id'],
- 'endorsement_no' => null,
- 'cd_ac_no' => $data['cd_ac_no'] ?? null,
- 'insurer_id' => $data['insurer_id'],
- 'description' => $description,
- 'transaction_type' => $data['action_type'] == 'deletion' ? 'Credit' : 'Debit',
- 'updated_by' => get_session_userid(),
- 'event_name' => $data['action_type'],
- 'is_active' => 1,
- 'cd_ac_pk' => $data['cd_ac_pk'] ?? null,
- 'pt_id' => $policy_tran_id ?? null,
- ];
+ $emp_policy_data[] = [
+ 'employee_id' => $emp_id ?? 0,
+ 'client_policy_id' => $client_policy_id ?? 0,
+ 'created_by' => get_session_userid(),
+ 'status' => 'active',
+ ];
+ }
- $result = DepositHelper::saveDeposit($cd_tranction_data, get_session_userid());
+ // print_r($emp_policy_data); die;
- if(isset($result['success']) && $result['success']){
- $update_data['ct_tran_id'] = $result['insert_id'];
- $this->policyTransactionModel->where('id', $policy_tran_id)->set($update_data)->update();
+ // Insert new records
+ if (!empty($emp_policy_data)) {
+ $this->employeePolicyModel->insertBatch($emp_policy_data);
+ }
+
+
+ return true;
+ }
+ }
+
+ private function respondSuccess($id, $message, $data)
+ {
+ return $this->respond(['status' => true, 'pt_id' => $id, 'message' => $message, 'data' => $data], 200);
+ }
+
+ private function respondError($message)
+ {
+ return $this->respond(['status' => false, 'message' => $message], 200);
+ }
+ // policy Transaction Create function End
+
+ // Get the Single Inception Tranction data for edit
+ public function getInceptionDataForEdit($id)
+ {
+ $data = $this->policyTransactionModel
+ ->select('
+ policy_transaction.*,
+ clients.short_name as client_short_name,
+ clients.client_type,
+ clients.entity_type_id,
+ policy_type.policy_type,
+ client_policy.tpa_id as master_tpa_id,
+ client_policy.tpa_branch_id as master_tpa_branch_id,
+ client_policy.policy_type_id as master_policy_type_id,
+ client_policy.is_addon,
+ client_policy.base_policy,
+ (
+ select last_action_date
+ from policy_transaction_status
+ where policy_tran_id = policy_transaction.id
+ and status = policy_transaction.status
+ order by id desc
+ limit 1
+
+ ) as last_action_date
+ ')
+ ->join('clients', 'clients.id = policy_transaction.client_id')
+ ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
+ ->join('policy_type', 'client_policy.policy_type_id = policy_type.id', 'left')
+ ->where('policy_transaction.id', $id)
+ ->where('policy_transaction.is_active', 1)
+ ->first();
+
+ $data['created_at'] = (isset($data['created_at']) && $data['created_at'] !== null && $data['created_at'] !== '')
+ ? date('d/m/Y h:i:s A', strtotime($data['created_at']))
+ : null;
+
+ $data['updated_at'] = (isset($data['updated_at']) && $data['updated_at'] !== null && $data['updated_at'] !== '')
+ ? date('d/m/Y h:i:s A', strtotime($data['updated_at']))
+ : null;
+
+
+ if (!empty($data['policy_issue_date'])) {
+ $data['policy_issue_date'] = change_date_format($data['policy_issue_date'], 'Y-m-d', 'd/m/Y');
+ }
+
+ if (!empty($data['policy_start_date'])) {
+ $data['policy_start_date'] = change_date_format($data['policy_start_date'], 'Y-m-d', 'd/m/Y');
+ }
+
+ if (!empty($data['policy_end_date'])) {
+ $data['policy_end_date'] = change_date_format($data['policy_end_date'], 'Y-m-d', 'd/m/Y');
+ }
+
+ if (!empty($data['renewal_date'])) {
+ $data['renewal_date'] = change_date_format($data['renewal_date'], 'Y-m-d', 'd/m/Y');
+ }
+
+ if (!empty($data['rollover_date'])) {
+ $data['rollover_date'] = change_date_format($data['rollover_date'], 'Y-m-d', 'd/m/Y');
+ }
+
+ if (!empty($data['endorse_eff_date'])) {
+ $data['endorse_eff_date'] = change_date_format($data['endorse_eff_date'], 'Y-m-d', 'd/m/Y');
+ }
+
+ if (!empty($data['last_action_date'])) {
+ $data['last_action_date'] = change_date_format($data['last_action_date'], 'Y-m-d', 'd/m/Y');
+ }
+
+ if (!empty($data['month'])) {
+ $data['month'] = change_date_format($data['month'], 'Y-m-d', 'M/Y');
+ } else {
+ $data['month'] = null;
+ }
+
+ // print_r($data); die;
+
+ $data['renewal_policy'] = $this->clientPolicyModel
+ ->select('client_policy.*, policy_type.policy_type')
+ ->join('policy_type', 'policy_type.id = client_policy.policy_type_id')
+ ->where('client_policy.client_id', $data['client_id'])
+ ->where('client_policy.client_branch_id', $data['client_branch_id'])
+ ->where('client_policy.is_active', 1)
+ ->findAll();
+
+ $data['base_policy_data'] = $this->clientPolicyModel
+ ->select('client_policy.*, policy_type.policy_type')
+ ->join('policy_type', 'policy_type.id = client_policy.policy_type_id')
+ ->where('client_policy.client_id', $data['client_id'])
+ ->where('client_policy.client_branch_id', $data['client_branch_id'])
+ ->whereIn('client_policy.policy_type_id', [2, 3])
+ ->where('client_policy.is_active', 1)
+ ->findAll();
+
+ $pt_bp_amt = $this->PTCOShareDetailsModel
+ ->select('bp_amt, amount')
+ ->where('pt_id', $id)
+ ->where('co_share_type', 1)
+ ->where('is_active', 1)
+ ->first();
+
+ // dd(db_connect()->getLastQuery() ,$pt_bp_amt);
+ $data['base_cd_amount'] = $pt_bp_amt['amount'] ?? null;
+
+
+ $ptFileQuery = $this->PTFileModel
+ ->join('policy_transaction', 'pt_files.pt_id = policy_transaction.id')
+ ->where('pt_files.pt_id', $id)
+ ->where('pt_files.is_active', 1);
+
+ if (!in_array(get_role_id(), [1, 5]) && empty(array_intersect(user_team(), [MANAGEMENT_TEAM_ID, FINANCE_TEAM_ID, BUSINESS_TEAM_ID]))) {
+
+ if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
+ $ptFileQuery->where('pt_files.created_by', get_session_userid());
}
}
- }
- }
+ $data['pt_files'] = $ptFileQuery->findAll();
- public function getEndorsementDataForEdit($id)
- {
- $data = $this->policyTransactionModel
- ->select('
- policy_transaction.*,
- clients.short_name as client_short_name,
- clients.client_type,
- (
- select last_action_date
- from policy_transaction_status
- where policy_tran_id = policy_transaction.id
- and status = policy_transaction.status
- order by id desc
- limit 1
- ) as last_action_date
- ')
- ->join('clients', 'clients.id = policy_transaction.client_id')
- ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
- ->where('policy_transaction.id', $id)
- ->where('policy_transaction.is_active', 1)
- ->orderBy('id', 'asc')
- ->first();
- $pt_id = null;
-
- if(!empty($data)){
- $inception_data = $this->policyTransactionModel
- ->where('policy_no', $data['policy_no'])
- ->where('client_id', $data['client_id'])
- ->where('action_type', 'inception')
- ->first();
- $pt_id = $inception_data['id'];
- }
-
- if (!empty($data['policy_start_date'])) {
- $data['policy_start_date'] = change_date_format($data['policy_start_date'], 'Y-m-d', 'd/m/Y');
- }
-
- if (!empty($data['policy_end_date'])) {
- $data['policy_end_date'] = change_date_format($data['policy_end_date'], 'Y-m-d', 'd/m/Y');
- }
-
- if (!empty($data['data_received_date'])) {
- $data['data_received_date'] = change_date_format($data['data_received_date'], 'Y-m-d', 'd/m/Y');
- }
-
- if (!empty($data['policy_issue_date'])) {
- $data['policy_issue_date'] = change_date_format($data['policy_issue_date'], 'Y-m-d', 'd/m/Y');
- }
-
- if (!empty($data['endorse_eff_date'])) {
- $data['endorse_eff_date'] = change_date_format($data['endorse_eff_date'], 'Y-m-d', 'd/m/Y');
- }
-
- if (!empty($data['install_due_date'])) {
- $data['install_due_date'] = change_date_format($data['install_due_date'], 'Y-m-d', 'd/m/Y');
- }
-
- if (!empty($data['last_action_date'])) {
- $data['last_action_date'] = change_date_format($data['last_action_date'], 'Y-m-d', 'd/m/Y');
- }
-
- if (!empty($data['month'])) {
- $data['month'] = change_date_format($data['month'], 'Y-m-d', 'M/Y');
- }
-
- // print_r($data); die;
-
- //get PT Co-Share Details
- $data['pt_co_share_details'] = $this->PTCOShareDetailsModel
-
- ->select("
+ $data['pt_co_share_details'] = $this->PTCOShareDetailsModel
+ ->select("
pt_co_share_details.*,
(
@@ -1489,7 +900,7 @@ class PolicyTransactionController extends BaseController
co_share_stmt_details.co_share_id = pt_co_share_details.id
AND co_share_stmt_details.is_active = 1
) AS record_count,
-
+
(
SELECT
SUM(actual_bp_amt)
@@ -1591,1702 +1002,2291 @@ class PolicyTransactionController extends BaseController
AND is_active = 1
) AS actual_tep_brokerage_amount
-
+
")
- ->where('pt_id', $id)
- ->where('is_active', 1)
- ->orderBy('id', 'asc')
- ->findAll();
+ ->where('pt_id', $id)
+ ->where('is_active', 1)
+ ->orderBy('id', 'asc')
+ ->findAll();
- // print_r($data['endorse_eff_date']); die;
+ $data['emp_data'] = $this->employeeModel
+ ->select('employees.*, employee_polices.id as emp_policy_id')
+ ->join('employee_polices', 'employees.id = employee_polices.employee_id', 'left')
+ ->where('employees.client_id', $data['client_id'])
+ ->where('employees.is_active', 1)->findAll();
+ // $data['client_kyc'] = $this->clientKYCDocsModel->where('client_id', $data['client_id'])->findAll();
- $pt_bp_amt = $this->PTCOShareDetailsModel
- ->select('bp_amt, amount')
- ->where('pt_id', $id)
- ->where('co_share_type', 1)
- ->where('is_active', 1)
- ->first();
+ $clientController = new ClientController();
+ $data['client_kyc_primary_table'] = $clientController->generateKycPrimaryTable($data['client_id']);
+ $data['client_kyc_other_table'] = $clientController->generateKycOthersTable($data['client_id']);
- // dd(db_connect()->getLastQuery() ,$pt_bp_amt);
- $data['base_cd_amount'] = $pt_bp_amt['amount'] ?? null;
+ $data['vehicle_docs'] = $this->clientKYCDocsModel
+ ->where('client_id', $data['client_id'])
+ ->where('vehicle_id', $data['vehicle_id'])
+ ->findAll();
- if ($data) {
- return $this->respond(['status' => true, 'data' => $data, 'pt_id' => $pt_id], 200);
- } else {
- return $this->respond(['status' => false], 200);
+ // print_r( $data['pt_co_share_details']); die;
+ // return $data;
+ if ($data) {
+ return $this->respond(['status' => true, 'data' => $data], 200);
+ } else {
+ return $this->respond(['status' => false], 200);
+ }
}
- }
- //------------------------------------------------------------------------------------------------
+ public function removePolicyTransaction($id, $type = 0)
+ {
+ if ($id) {
+ $data['is_active'] = 0;
+ $policy_transaction_data = $this->policyTransactionModel->where('id', $id)->first();
+ if($policy_transaction_data['policy_type_id'] > 7 && $type == 0){
- //file upload function
- public function uploadFile()
- {
- $GoogleDriveController = new GoogleDriveController();
- $files = $this->request->getFiles();
- $doc_name = $this->request->getPost('doc_name[]');
- $pt_id = $this->request->getPost('pt_id');
- $client_policy_id = $this->request->getPost('client_policy_id');
- $data = $this->request->getPost();
+ $this->policyTransactionModel->where('id', $id)->set($data)->update();
+ $this->PTCOShareDetailsModel->where('pt_id', $id)->set($data)->update();
+ $this->clientPolicyModel->where('id', $policy_transaction_data['client_policy_id'])->set($data)->update();
+ $this->policyTransactionModel->where('client_policy_id', $policy_transaction_data['client_policy_id'])->set($data)->update();
- $uploadFilePath = WRITEPATH . 'uploads/client_kyc_documents';
+ $cd_transaction_model = new ClientDepositModel();
+ $cd_transaction_model->where('policy_transaction_id', $id)->set($data)->update();
- $uploadData = [];
+ }else{
+ $this->policyTransactionModel->where('id', $id)->set($data)->update();
+ $this->PTCOShareDetailsModel->where('pt_id', $id)->set($data)->update();
+
+ $cd_transaction_model = new ClientDepositModel();
+ $cd_transaction_model->where('policy_transaction_id', $id)->set($data)->update();
- foreach ($data['doc_name'] as $key => $docName) {
+ }
+ return $this->respond(['status' => true, 'code' => 200, 'message' => 'Policy Transaction removed successfully'], 200);
+ } else {
- // Get the corresponding file for this document name
- $file = $files['file'][$key];
+ return $this->respond(['status' => false, 'code' => 404, 'message' => 'Failed to remove policy transaction'], 200);
+ }
+ }
- if (!empty($docName) && $file->isValid() && !$file->hasMoved()) {
+ //function for soft delete for pt_co_share_details records
+ public function removePtCoShareRecords($primaryKeys, $pt_id)
+ {
+ if (empty($primaryKeys)) {
+ return false;
+ }
- // Upload the file
- $uploadedFileName = file_Upload($file, $uploadFilePath);
+ // Convert array to a comma-separated string of placeholders for query binding
+ $placeholders = implode(',', array_fill(0, count($primaryKeys), '?'));
- if ($uploadedFileName) {
- // Prepare data for each document upload
- $docData = [
- 'pt_id' => $pt_id,
- 'doc_name' => $docName,
- 'file_name' => $uploadedFileName,
- 'created_by' => get_session_userid(),
+ // Prepare the query with proper binding
+ $sql = "UPDATE pt_co_share_details SET is_active = 0 WHERE pt_id = ? AND id NOT IN ($placeholders)";
+
+ // Merge pt_id with primary keys for binding
+ $params = array_merge([$pt_id], $primaryKeys);
+
+ // Execute the query with bound parameters
+ return db_connect()->query($sql, $params);
+ }
+
+
+ //------------------------------------------------------------------------------------------------
+
+ // Policy Transaction Endorsement
+ public function viewEndorsement()
+ {
+ // echo '';
+ // !dd($this->getEndorsementDataForEdit(17));
+ $bds_edit_pt_id = $this->request->getGet('pt_id') ?? null;
+ $data['tab_name'] = 'Endorsement';
+ $data['page_name'] = 'Endorsement';
+ $data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
+ $data['issuer_branch'] = $this->nhanceBranchModel->where('is_active', 1)->findAll();
+ $data['client_type'] = [1 => 'Group', 2 => 'Individual'];
+
+ $data['policy_status'] = [
+ 'under_process' => 'Under Process',
+ 'client_pending' => 'Client Pending',
+ 'insurer_pending' => 'Insurer Pending',
+ 'co_insurer_pending' => 'Co-Insurer Pending',
+ 'tpa_pending' => 'TPA Pending',
+ 'validated' => 'Validated',
+ 'cancelled' => 'Cancelled',
+ 'instalment_pending' => 'Instalment Pending',
+ 'completed' => 'Completed',
+ ];
+
+ $data['invoice_status'] = [
+ 'yet_to_generate' => 'Pending',
+ 'generated' => 'Generated',
+ 'send' => 'Sent',
+ 'recived' => 'Payment Received',
+ ];
+
+ $data['action_type'] = [
+ 'addition' => 'Addition',
+ 'deletion' => 'Deletion',
+ 'addition_deletion' => 'Addition & Deletion',
+ 'si_enhancement' => 'SI Enhancement',
+ 'combo_a_d_si' => 'Combo A, D & SI',
+ 'correction' => 'Correction',
+ 'baby_addition' => 'Baby Addition',
+ 'policy_instalment' => 'Policy Instalment',
+ 'addition_inception' => 'Addition-Inception',
+ 'bds_correction' => 'BDS Correction',
+ 'policy_correction' => 'Policy Correction',
+ 'policy_cancellation' => 'Policy Cancellation',
+ ];
+
+ $data['date_type'] = [
+ 'policy_issue_date' => 'Policy Issue Date',
+ 'policy_start_date' => 'Policy Start Date',
+ 'policy_end_date' => 'Policy End Date',
+ ];
+
+ //filter datas
+ $start_date = $this->request->getGet('start_date');
+ $end_date = $this->request->getGet('end_date');
+ $client_id = $this->request->getGet('client_id');
+ $insurer_id = $this->request->getGet('insurer_id');
+ $policy_type_id = $this->request->getGet('policy_type_id');
+ $date_type = $this->request->getGet('date_type');
+ $issuer = $this->request->getGet('issuer');
+ $status = $this->request->getGet('status');
+
+ $start_date = (!isset($start_date) || $start_date === '' || $start_date === null) ? 0 : $start_date;
+ $end_date = (!isset($end_date) || $end_date === '' || $end_date === null) ? 0 : $end_date;
+
+ $client_id = (!isset($client_id) || $client_id === '' || $client_id === null) ? 0 : $client_id;
+ $insurer_id = (!isset($insurer_id) || $insurer_id === '' || $insurer_id === null) ? 0 : $insurer_id;
+ $policy_type_id = (!isset($policy_type_id) || $policy_type_id === '' || $policy_type_id === null) ? 0 : $policy_type_id;
+ $date_type = (!isset($date_type) || $date_type === '' || $date_type === null) ? 0 : $date_type;
+ $issuer = (!isset($issuer) || $issuer === '' || $issuer === null) ? 0 : $issuer;
+ $status = (!isset($issuer) || $status === '' || $status === null) ? 0 : $status;
+
+ if($bds_edit_pt_id == null){
+ $data['endorsement_data_list'] = $this->policyTransactionModel->getEndorsementTranctionListData($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $status);
+ }else{
+ $data['endorsement_data_list'] = [];
+ }
+ $data['client'] = $this->clientModel->where('is_active', 1)->findAll();
+ $data['policy_types'] = $this->policyTypeModel->where('is_active', 1)->findAll();
+
+ $data['insurer'] = $this->insurerModel->where('is_active', 1)->findAll();
+ // $data['tpa'] = $this->tpaModel->where('is_active', 1)->findAll();
+ $data['insurer_branch'] = $this->insurerBranchModel->getInsurerBranchesWithInsurerNames();
+ $data['tpa'] = $this->tpaBranchModel->getTpaBranchesWithTpaNames();
+ list($policyList, $policyListByClient) = $this->getPolicyForEndorsment();
+
+ $data['endorsementPolicies'] = $policyList;
+ $data['endorsementPolicyListByClient'] = $policyListByClient;
+
+ // dd($data);
+ // print_r($data['endorsementPolicies']);die();
+
+ $this->loadLayout('policy_transaction_endorsement_list', $data);
+ }
+
+ public function createEndorsementPolicy()
+ {
+ $id = $this->request->getPost('id');
+ $data = $this->preparePolicyTransactionData();
+ $data['status'] = 'completed';
+ // print_r($data); die;
+
+ if (!$id) {
+ return $this->insertEndorsementTransaction($data);
+ } else {
+ return $this->updateEndorsementTransaction($id, $data);
+ }
+ }
+
+ private function preparePolicyTransactionData()
+ {
+ $data = $this->request->getPost();
+
+ // echo '';
+ // print_r($data);
+ // die;
+
+ if (!isset($data['policy_with_corr'])) {
+ $data['policy_with_corr'] = 0;
+ } elseif ($data['policy_with_corr']) {
+ $data['policy_with_corr'] = 1;
+ }
+
+ // if (!isset($data['is_cd_reduce_from_bds'])) {
+ // $data['is_cd_reduce_from_bds'] = 0;
+ // } elseif ($data['is_cd_reduce_from_bds']) {
+ // $data['is_cd_reduce_from_bds'] = 1;
+ // }
+
+ if (empty($data['data_received_date'])) {
+ $data['data_received_date'] = null;
+ } else {
+ $data['data_received_date'] = change_date_format($data['data_received_date'], 'd/m/Y', 'Y-m-d');
+ }
+
+ if (empty($data['policy_issue_date'])) {
+ $data['policy_issue_date'] = null;
+ } else {
+ $data['policy_issue_date'] = change_date_format($data['policy_issue_date'], 'd/m/Y', 'Y-m-d');
+ }
+
+ if (empty($data['endorse_eff_date'])) {
+ $data['endorse_eff_date'] = null;
+ } else {
+ $data['endorse_eff_date'] = change_date_format($data['endorse_eff_date'], 'd/m/Y', 'Y-m-d');
+ }
+
+ if (empty($data['install_due_date'])) {
+ $data['install_due_date'] = null;
+ } else {
+ $data['install_due_date'] = change_date_format($data['install_due_date'], 'd/m/Y', 'Y-m-d');
+ }
+
+ if (!empty($data['month'])) {
+ $month = '01/' . $data['month'];
+ $data['month'] = change_date_format($month, 'd/M/Y', 'Y-m-d');
+ }
+
+ if (empty($data['last_action_date'])) {
+ $data['last_action_date'] = null;
+ } else {
+ $data['last_action_date'] = change_date_format($data['last_action_date']);
+ }
+
+ // print_r($data); die;
+
+ // Separate Insurer and TPA Branch IDs and IDs
+ if (isset($data['insurer_id']) && !empty($data['insurer_id'])) {
+ list($data['insurer_branch_id'], $data['insurer_id']) = explode('-', $data['insurer_id']);
+ if (isset($data['tpa']) && !empty($data['tpa'])) {
+ list($data['tpa_branch_id'], $data['tpa_id']) = explode('-', $data['tpa']);
+ }
+ }
+
+ $issue_type = $this->policyTransactionModel
+ ->where('action_type', 'inception')
+ ->where('client_id', $this->request->getPost('client_id'))
+ // ->where('client_policy_id', $this->request->getPost('client_policy_id'))
+ ->where('id', $this->request->getPost('client_policy_id'))
+ ->where('policy_transaction.is_active', 1)
+ ->first();
+
+ $data['tsi'] = generate_tsi_code($issue_type['issue_type'] ?? 1);
+
+ if (!isset($data['client_branch_id']) || $data['client_branch_id'] == "") {
+ $client_branch_id = $issue_type['client_branch_id'];
+ }else{
+ $client_branch_id = $data['client_branch_id'];
+ }
+
+ $data['is_cd_reduce_from_bds'] = (isset($issue_type['policy_type_id']) && $issue_type['policy_type_id'] > 7 && $data['client_type'] == 1) ? 1 : 0;
+
+ // if($data['bro_payable_by'] == ""){
+ // $data['bro_payable_by'] = $issue_type['bro_payable_by'];
+ // }
+
+ if (!$data['id']) {
+
+ $data += [
+ 'issuer' => 2,
+ 'issuer_branch' => $data['issuer_branch'] ?? 1,
+ 'client_type' => $data['client_type'] ?? $issue_type['client_type'] ?? null,
+ 'policy_type_id' => $issue_type['policy_type_id'] ?? null,
+ 'issue_type' => $issue_type['issue_type'] ?? null,
+ 'source_client_policy_id' => $issue_type['source_client_policy_id'] ?? null,
+ 'cd_ac_no' => isset($data['cd_ac_no']) && !empty($data['cd_ac_no']) ? $data['cd_ac_no'] : $issue_type['cd_ac_no'] ?? null,
+ 'cd_ac_pk' => isset($data['cd_ac_pk']) && !empty($data['cd_ac_pk']) ? $data['cd_ac_pk'] : $issue_type['cd_ac_pk'] ?? null,
+ // 'policy_issue_date' => $issue_type['policy_issue_date'] ?? null,
+ 'policy_start_date' => $issue_type['policy_start_date'] ?? null,
+ 'policy_end_date' => $issue_type['policy_end_date'] ?? null,
+ 'revenue_type' => $issue_type['revenue_type'] ?? null,
+ 'co_share' => $issue_type['co_share'] ?? 0,
+ 'bro_payable_by' => $data['bro_payable_by'] == "" ? $issue_type['bro_payable_by'] ?? 0 : $data['bro_payable_by'],
+ 'installment' => $issue_type['installment'] ?? null,
+ 'installment_data' => $issue_type['installment_data'] ?? null,
+ 'location' => $issue_type['location'] ?? null,
+ 'links' => $issue_type['links'] ?? null,
+ 'stage' => $issue_type['stage'] ?? null,
+ 'etat' => $issue_type['etat'] ?? null,
+ 'etat_band' => $issue_type['etat_band'] ?? null,
+ 'edate' => $issue_type['edate'] ?? null,
+ 'renewal_date' => $issue_type['renewal_date'] ?? null,
+ 'rollover_date' => $issue_type['rollover_date'] ?? null,
+ 'policy_holder_name' => $issue_type['policy_holder_name'] ?? null,
+ 'same_as_proposer' => $issue_type['same_as_proposer'] ?? 1,
+ 'ref' => $issue_type['ref'] ?? null,
+ 'spl' => $issue_type['spl'] ?? null,
+ 'fund_received' => $issue_type['fund_received'] ?? null,
+ 'listed_insurers' => $issue_type['listed_insurers'] ?? null,
+ 'ppteam' => $issue_type['ppteam'] ?? null,
+ 'sales_generated_by' => $issue_type['sales_generated_by'] ?? null,
+ 'serviced_by' => $issue_type['serviced_by'] ?? null
+ ];
+
+ $data['client_branch_id'] = $client_branch_id;
+ }
+
+ // print_r($issue_type);
+ // print_r($data);
+ // die;
+
+ return $data;
+ }
+
+ private function insertEndorsementTransaction($data)
+ {
+ $insert = $this->policyTransactionModel->insert($data);
+
+ if ($insert) {
+
+ $this->insertTransactionStatus($insert, $data, 1);
+ $this->handleCompletedStatus($data, $insert);
+ $this->insertOrUpdateCoShareDetails($data, $insert);
+
+ return $this->respond(['status' => true, 'message' => 'Endorsement transaction created successfully'], 200);
+ }
+
+ return $this->respond(['status' => false, 'message' => 'Endorsement transaction creation failed'], 400);
+ }
+
+ private function updateEndorsementTransaction($id, $data)
+ {
+ $old_endorse_data = $this->policyTransactionModel->where('id', $id)->where('is_active', 1)->first();
+ $update = $this->policyTransactionModel->where('id', $id)->set($data)->update();
+
+ if ($update) {
+
+ $this->insertTransactionStatus($id, $data, 1);
+ // if($old_endorse_data['status'] != "completed"){
+ // $this->handleCompletedStatus($data, $id);
+ // }
+ $this->insertOrUpdateCoShareDetails($data, $id);
+
+
+ return $this->respond(['status' => true, 'message' => 'Endorsement transaction updated successfully'], 200);
+ }
+
+ return $this->respond(['status' => false, 'message' => 'Endorsement transaction update failed'], 400);
+ }
+
+ private function handleCompletedStatus($data, $policy_tran_id)
+ {
+ if ($data['client_type'] == 1 && $data['status'] == 'completed' && $data['is_cd_reduce_from_bds'] == 1) {
+
+ $tolamt = (int) $data['total'][0] ?? 0;
+
+ if(!empty($tolamt)){
+ $description = 'The following amount of Rs. ' . round($tolamt, 2) . '/- has been' .
+ ($data['action_type'] == 'deletion' ? ' Credit ' : ' Debit ') . 'from the policy transaction (BDS)';
+
+ $cd_tranction_data = [
+ 'amount' => abs($tolamt),
+ 'sub_type_id' => $data['action_type'] == 'deletion' ? 3 : 4,
+ 'client_id' => $data['client_id'],
+ 'client_policy_id' => $data['client_policy_id'],
+ 'endorsement_no' => null,
+ 'cd_ac_no' => $data['cd_ac_no'] ?? null,
+ 'insurer_id' => $data['insurer_id'],
+ 'description' => $description,
+ 'transaction_type' => $data['action_type'] == 'deletion' ? 'Credit' : 'Debit',
+ 'updated_by' => get_session_userid(),
+ 'event_name' => $data['action_type'],
+ 'is_active' => 1,
+ 'cd_ac_pk' => $data['cd_ac_pk'] ?? null,
+ 'pt_id' => $policy_tran_id ?? null,
];
- // $uploadFilePath = $uploadFilePath . '/' . $uploadedFileName;
+ $result = DepositHelper::saveDeposit($cd_tranction_data, get_session_userid());
- // $GoogleDriveController->uploadFiletoGdrive(client_policy_id: $client_policy_id, doc_type: 'POLICY', file_path: $uploadFilePath, file_name: $uploadedFileName);
-
- // Insert into database
- $insert = $this->PTFileModel->insert($docData);
-
- if ($insert) {
- $uploadData[] = $docData;
+ if(isset($result['success']) && $result['success']){
+ $update_data['ct_tran_id'] = $result['insert_id'];
+ $this->policyTransactionModel->where('id', $policy_tran_id)->set($update_data)->update();
}
}
+
}
}
- // print_r($uploadData); die;
+ public function getEndorsementDataForEdit($id)
+ {
+ $data = $this->policyTransactionModel
+ ->select('
+ policy_transaction.*,
+ clients.short_name as client_short_name,
+ clients.client_type,
+ (
+ select last_action_date
+ from policy_transaction_status
+ where policy_tran_id = policy_transaction.id
+ and status = policy_transaction.status
+ order by id desc
+ limit 1
- // $uploadData = uploadFilesToGoogleDrive($files['file'], $doc_name, $pt_id);
+ ) as last_action_date
+ ')
+ ->join('clients', 'clients.id = policy_transaction.client_id')
+ ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
+ ->where('policy_transaction.id', $id)
+ ->where('policy_transaction.is_active', 1)
+ ->orderBy('id', 'asc')
+ ->first();
- if (!empty($uploadData)) {
+ $pt_id = null;
- $ptFileQuery = $this->PTFileModel
- ->join('policy_transaction', 'pt_files.pt_id = policy_transaction.id')
- ->where('pt_files.pt_id', $pt_id)
- ->where('pt_files.is_active', 1);
+ if(!empty($data)){
+ $inception_data = $this->policyTransactionModel
+ ->where('policy_no', $data['policy_no'])
+ ->where('client_id', $data['client_id'])
+ ->where('action_type', 'inception')
+ ->first();
+ $pt_id = $inception_data['id'];
+ }
- if (!in_array(get_role_id(), [1, 5]) && empty(array_intersect(user_team(), [MANAGEMENT_TEAM_ID, FINANCE_TEAM_ID, BUSINESS_TEAM_ID]))) {
-
- if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
- $ptFileQuery->where('pt_files.created_by', get_session_userid());
- }
+ if (!empty($data['policy_start_date'])) {
+ $data['policy_start_date'] = change_date_format($data['policy_start_date'], 'Y-m-d', 'd/m/Y');
}
- $data['pt_files'] = $ptFileQuery->findAll();
-
- return $this->respond(['status' => true, 'message' => 'File uploaded successfully in G-Drive', 'data' => $data]);
- } else {
- return $this->respond(['status' => false, 'message' => 'Failed to upload file in G-Drive']);
- }
- }
-
- // update Invoice Status
- public function updateInvoiceStatus()
- {
- $ids = $this->request->getPost('ids');
- $ids = json_decode($ids);
-
- // var_dump($ids); die;
-
- $data['invoice_status'] = $this->request->getPost('invoice_status');
- if ($this->request->getPost('invoice_status') == 'generated') {
- $data['invoice_no'] = $this->request->getPost('invoice_no');
- }
-
-
- $update = $this->policyTransactionModel
- ->whereIn('id', $ids)
- ->set($data)
- ->update();
-
-
- if ($update) {
-
- return $this->respond(['status' => true, 'data' => $ids, 'message' => 'Invoice status updated successfully'], 200);
- } else {
- return $this->respond(['status' => true, 'data' => $ids, 'message' => 'Failed to update invoice status'], 200);
- }
- }
-
- public function removeCoShareData($id)
- {
- $this->myLogger->logme('error', 'PT Co Share Detailes Remove function called');
-
- $data = [
- 'updated_by' => get_session_userid(),
- 'is_active' => 0
- ];
-
- $update = $this->PTCOShareDetailsModel->where('id', $id)->set($data)->update();
-
- if ($update) {
- return $this->respond(['status' => true, 'code' => 200, 'message' => 'Data removed successfully'], 200);
- } else {
- return $this->respond(['status' => false, 'code' => 404, 'message' => 'Failed to remove data'], 200);
- }
- }
-
- public function getPTCOShareCount($client_id, $client_policy_id)
- {
- $totalCount = $this->PTCOShareDetailsModel
- ->select("
- pt_co_share_details.*,
- policy_transaction.bro_payable_by,
- policy_transaction.cd_ac_pk,
- (
- select cd_ac_no
- from cd_master
- where id = policy_transaction.cd_ac_pk
- ) as cd_account_no,
- (
- select balance
- from cash_deposit
- where cd_ac_pk = policy_transaction.cd_ac_pk
- and is_active = 1
- order by id desc
- limit 1
- ) as cd_amount,
- ")
- ->join('policy_transaction', 'policy_transaction.id = pt_co_share_details.pt_id')
- ->where('policy_transaction.client_id', $client_id)
- // ->where('policy_transaction.client_policy_id', $client_policy_id)
- ->where('policy_transaction.id', $client_policy_id)
- ->where('policy_transaction.action_type', 'inception')
- ->where('policy_transaction.is_active', 1)
- ->findAll();
-
- $is_copay_yes = $this->policyTransactionModel
- ->where('client_id', $client_id)
- // ->where('client_policy_id', $client_policy_id)
- ->where('id', $client_policy_id)
- ->where('action_type', 'inception')
- ->where('is_active', 1)
- ->first();
-
- $cd_ac_no = db_connect()->table('cd_master')->where('id', $is_copay_yes['cd_ac_pk'] ?? null)->get()->getRowArray();
-
- if ($totalCount) {
- return $this->respond(['status' => true, 'code' => 200, 'data' => $totalCount, 'is_copay_yes' => $is_copay_yes, "cd_master_data" => $cd_ac_no], 200);
- } else {
- $insurer_data = $this->clientPolicyModel->where('id', $client_policy_id)->where('is_active', 1)->first();
- return $this->respond(['status' => false, 'code' => 404, 'message' => 'There is no policy inception data.'], 200);
- }
- }
-
- public function checkInvoiceStatus($pt_id)
- {
- $data = $this->policyTransactionModel
- ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id')
- ->join('insurer_statements', 'pt_co_share_details.statement_id = insurer_statements.id')
- ->where('policy_transaction.id', $pt_id)
- ->where('policy_transaction.is_active', 1)
- ->where('pt_co_share_details.is_active', 1)
- ->where('pt_co_share_details.statement_id IS NOT NULL')
- ->where('insurer_statements.invoice_no IS NOT NULL')
- ->countAllResults();
-
- if ($data) {
- return $this->respond(['status' => true, 'count' => $data, 'code' => 200], 200);
- } else {
- return $this->respond(['status' => false, 'count' => 0, 'message' => 'No Data Found', 'code' => 404], 200);
- }
- }
-
- public function getBasePolicy($client_id, $client_branch_id)
- {
- $data = $this->clientPolicyModel
- ->select('client_policy.*, policy_type.policy_type')
- ->join('policy_type', 'policy_type.id = client_policy.policy_type_id')
- ->where('client_policy.client_id', $client_id)
- ->where('client_policy.client_branch_id', $client_branch_id)
- ->whereIn('client_policy.policy_type_id', [2, 3])
- ->where('client_policy.is_active', 1)
- ->findAll();
-
- if ($data) {
- return $this->respond(['status' => true, 'data' => $data, 'code' => 200], 200);
- } else {
- return $this->respond(['status' => false, 'count' => 0, 'message' => 'No Data Found', 'code' => 404], 200);
- }
- }
-
- //---------------------------------------------------------------------------------------------------
-
- //get BDS Reports data old function
- public function reportBDSOld()
- {
- $data['tab_name'] = 'BDS Report';
- $data['page_name'] = 'BDS Report';
-
- $data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
- $data['client_type'] = [1 => 'Group', 2 => 'Individual'];
- $data['issuing_type'] = [1 => 'Fresh', 2 => 'Renewal', 3 => 'Roll Over'];
- $data['policy_status'] = [
- 'pending' => 'Pending',
- 'exported_to_insurer' => 'Exported to Insurer',
- 'imported_from_insurer' => 'Imported from Insurer',
- 'exported_to_tpa' => 'Exported to TPA',
- 'imported_from_tpa' => 'Imported from TPA',
- 'completed' => 'Completed'
- ];
- $data['invoice_status_array'] = [
- 'yet_to_generate' => 'Yet to Generate',
- 'generated' => 'Generated',
- 'send' => 'Send',
- 'recived' => 'Recived',
- ];
- $data['date_type'] = [
- 'policy_issue_date' => 'Policy Issue Date',
- 'policy_start_date' => 'Policy Start Date',
- 'policy_end_date' => 'Policy End Date',
- 'data_received_date' => 'Data Received Date',
- 'closure_date' => 'Closure Date',
- ];
-
- $data['insurer'] = $this->insurerModel->where('is_active', 1)->findAll();
- $data['policy_types'] = $this->policyTypeModel->where('is_active', 1)->findAll();
- $data['clients'] = $this->clientModel->where('is_active', 1)->findAll();
-
- //filter datas
- $start_date = $this->request->getGet('start_date');
- $end_date = $this->request->getGet('end_date');
- $client_id = $this->request->getGet('client_id');
- $insurer_id = $this->request->getGet('insurer_id');
- $policy_type_id = $this->request->getGet('policy_type_id');
- $date_type = $this->request->getGet('date_type');
- $issuer = $this->request->getGet('issuer');
-
- $start_date = (!isset($start_date) || $start_date === '' || $start_date === null) ? 0 : $start_date;
- $end_date = (!isset($end_date) || $end_date === '' || $end_date === null) ? 0 : $end_date;
-
- $client_id = (!isset($client_id) || $client_id === '' || $client_id === null) ? 0 : $client_id;
- $insurer_id = (!isset($insurer_id) || $insurer_id === '' || $insurer_id === null) ? 0 : $insurer_id;
- $policy_type_id = (!isset($policy_type_id) || $policy_type_id === '' || $policy_type_id === null) ? 0 : $policy_type_id;
- $date_type = (!isset($date_type) || $date_type === '' || $date_type === null) ? 0 : $date_type;
- $issuer = (!isset($issuer) || $issuer === '' || $issuer === null) ? 0 : $issuer;
-
-
- //Actual data for the list
- $data['report_list'] = $this->policyTransactionModel->getBDSReportList($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer);
- // dd($data);
-
- $this->loadLayout('report_bds_filter', $data);
- }
-
- //get BDS Reports data New Function
- public function reportBDS()
- {
-
- $data['tab_name'] = 'BDS Report';
- $data['page_name'] = 'BDS Report';
-
- $data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
- $data['client_type'] = [1 => 'Group', 2 => 'Individual'];
- $data['issuing_type'] = [1 => 'Fresh', 2 => 'Renewal', 3 => 'Roll Over'];
- $data['policy_status'] = [
- 'pending' => 'Pending',
- 'exported_to_insurer' => 'Exported to Insurer',
- 'imported_from_insurer' => 'Imported from Insurer',
- 'exported_to_tpa' => 'Exported to TPA',
- 'imported_from_tpa' => 'Imported from TPA',
- 'completed' => 'Completed'
- ];
- $data['invoice_status_array'] = [
- 'yet_to_generate' => 'Yet to Generate',
- 'generated' => 'Generated',
- 'send' => 'Send',
- 'recived' => 'Recived',
- ];
- $data['date_type'] = [
- 'policy_issue_date' => 'Policy Issue Date',
- 'policy_start_date' => 'Policy Start Date',
- 'policy_end_date' => 'Policy End Date',
- 'data_received_date' => 'Data Received Date',
- 'closure_date' => 'Closure Date',
- 'statement_month' => 'Statement Month',
- ];
-
- $data['insurer'] = $this->insurerModel->where('is_active', 1)->findAll();
- $data['policy_types'] = $this->policyTypeModel->where('is_active', 1)->findAll();
- $data['clients'] = $this->clientModel->where('is_active', 1)->findAll();
- $data['users'] = $this->userModel->where('is_active', 1)->findAll();
- $data['policy_count'] = $this->policyTransactionModel->where('is_active', 1)->countAllResults();
-
-
- //filter datas
- $start_date = $this->request->getGet('start_date');
- $end_date = $this->request->getGet('end_date');
- $client_id = $this->request->getGet('client_id');
- $insurer_id = $this->request->getGet('insurer_id');
- $policy_type_id = $this->request->getGet('policy_type_id');
- $date_type = $this->request->getGet('date_type');
- $issuer = $this->request->getGet('issuer');
- $client_branch_id = $this->request->getGet('client_branch_id');
- $insurer_branch_id = $this->request->getGet('insurer_branch_id');
- $client_policy_id = $this->request->getGet('client_policy_id');
- $user_id = $this->request->getGet('user_id');
-
- if ($date_type == 'statement_month') {
- $start_date = (string)date('Y-m-01', strtotime($start_date));
- $end_date = (string)date('Y-m-31', strtotime($end_date));
- }
-
- // dd($start_date, $end_date, $date_type);
-
- $start_date = (!isset($start_date) || $start_date === '' || $start_date === null) ? 0 : $start_date;
- $end_date = (!isset($end_date) || $end_date === '' || $end_date === null) ? 0 : $end_date;
-
- $client_id = (!isset($client_id) || $client_id === '' || $client_id === null) ? 0 : $client_id;
- $insurer_id = (!isset($insurer_id) || $insurer_id === '' || $insurer_id === null) ? 0 : $insurer_id;
- $policy_type_id = (!isset($policy_type_id) || $policy_type_id === '' || $policy_type_id === null) ? 0 : $policy_type_id;
- $date_type = (!isset($date_type) || $date_type === '' || $date_type === null) ? 0 : $date_type;
- $issuer = (!isset($issuer) || $issuer === '' || $issuer === null) ? 0 : $issuer;
- $client_branch_id = (!isset($client_branch_id) || $client_branch_id === '' || $client_branch_id === null) ? 0 : $client_branch_id;
- $insurer_branch_id = (!isset($insurer_branch_id) || $insurer_branch_id === '' || $insurer_branch_id === null) ? 0 : $insurer_branch_id;
- $client_policy_id = (!isset($client_policy_id) || $client_policy_id === '' || $client_policy_id === null) ? 0 : $client_policy_id;
- $user_id = (!isset($user_id) || $user_id === '' || $user_id === null) ? 0 : $user_id;
- if ($this->request->is('post')) {
- $isFromDashboard = $this->request->getPost("is_dashboard");
-
- if (isset($isFromDashboard) && !empty($isFromDashboard) && $isFromDashboard == 1) {
- $ids = $this->request->getPost('ids');
-
- $ids = array_filter(explode(',', $ids));
-
- if (!empty($ids)) {
- $idsStr = implode(',', array_map('intval', $ids)); // sanitize IDs to be integers
- $where = "policy_transaction.id IN ($idsStr)";
- } else {
- $where = []; // No valid IDs, return empty result
- }
- }
- // dd($ids);
- }
- //Actual data for the list
- $data['report_list'] = $this->policyTransactionModel->getBDSReportList($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $client_branch_id, $insurer_branch_id, $client_policy_id, $user_id, isset($where) ? $where : '');
- // dd($data);
-
- $this->loadLayout('report_bds_filter', $data);
- }
-
- public function reportVarience()
- {
- $data['tab_name'] = 'Variance Report';
- $data['page_name'] = 'Variance Report';
-
- $data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
- $data['insurer'] = $this->insurerModel->where('is_active', 1)->findAll();
- $data['policy_types'] = $this->policyTypeModel->where('is_active', 1)->findAll();
- $data['clients'] = $this->clientModel->where('is_active', 1)->findAll();
- $data['date_type'] = [
- 'policy_issue_date' => 'Policy Issue Date',
- 'policy_start_date' => 'Policy Start Date',
- 'policy_end_date' => 'Policy End Date',
- 'data_received_date' => 'Data Received Date',
- 'closure_date' => 'Closure Date',
- ];
-
- //filter datas
- $start_date = $this->request->getGet('start_date');
- $end_date = $this->request->getGet('end_date');
- $client_id = $this->request->getGet('client_id');
- $insurer_id = $this->request->getGet('insurer_id');
- $policy_type_id = $this->request->getGet('policy_type_id');
- $date_type = $this->request->getGet('date_type');
- $issuer = $this->request->getGet('issuer');
- $client_branch_id = $this->request->getGet('client_branch_id');
- $insurer_branch_id = $this->request->getGet('insurer_branch_id');
- $client_policy_id = $this->request->getGet('client_policy_id');
-
-
- $start_date = (!isset($start_date) || $start_date === '' || $start_date === null) ? 0 : $start_date;
- $end_date = (!isset($end_date) || $end_date === '' || $end_date === null) ? 0 : $end_date;
-
- $client_id = (!isset($client_id) || $client_id === '' || $client_id === null) ? 0 : $client_id;
- $insurer_id = (!isset($insurer_id) || $insurer_id === '' || $insurer_id === null) ? 0 : $insurer_id;
- $policy_type_id = (!isset($policy_type_id) || $policy_type_id === '' || $policy_type_id === null) ? 0 : $policy_type_id;
- $date_type = (!isset($date_type) || $date_type === '' || $date_type === null) ? 0 : $date_type;
- $issuer = (!isset($issuer) || $issuer === '' || $issuer === null) ? 0 : $issuer;
-
- $client_branch_id = (!isset($client_branch_id) || $client_branch_id === '' || $client_branch_id === null) ? 0 : $client_branch_id;
- $insurer_branch_id = (!isset($insurer_branch_id) || $insurer_branch_id === '' || $insurer_branch_id === null) ? 0 : $insurer_branch_id;
- $client_policy_id = (!isset($client_policy_id) || $client_policy_id === '' || $client_policy_id === null) ? 0 : $client_policy_id;
-
-
- $data['varience_list'] = $this->policyTransactionModel->getVarienceReportLIst($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $client_branch_id, $insurer_branch_id, $client_policy_id);
- // !dd($data['varience_list']);
- $this->loadLayout('variance_report_list', $data);
- }
-
-
- public function reportBusinessList()
- {
- $data['tab_name'] = 'Business Report';
- $data['page_name'] = 'Business Report';
-
- $data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
- $data['insurer'] = $this->insurerModel->where('is_active', 1)->findAll();
- $data['policy_types'] = $this->policyTypeModel->where('is_active', 1)->findAll();
- $data['clients'] = $this->clientModel->where('is_active', 1)->findAll();
- $data['date_type'] = [
- 'policy_issue_date' => 'Policy Issue Date',
- 'policy_start_date' => 'Policy Start Date',
- 'policy_end_date' => 'Policy End Date',
- 'data_received_date' => 'Data Received Date',
- 'closure_date' => 'Closure Date',
- ];
-
- //filter datas
- $start_date = $this->request->getGet('start_date');
- $end_date = $this->request->getGet('end_date');
- $client_id = $this->request->getGet('client_id');
- $insurer_id = $this->request->getGet('insurer_id');
- $policy_type_id = $this->request->getGet('policy_type_id');
- $date_type = $this->request->getGet('date_type');
- $issuer = $this->request->getGet('issuer');
-
- $start_date = (!isset($start_date) || $start_date === '' || $start_date === null) ? 0 : $start_date;
- $end_date = (!isset($end_date) || $end_date === '' || $end_date === null) ? 0 : $end_date;
-
- $client_id = (!isset($client_id) || $client_id === '' || $client_id === null) ? 0 : $client_id;
- $insurer_id = (!isset($insurer_id) || $insurer_id === '' || $insurer_id === null) ? 0 : $insurer_id;
- $policy_type_id = (!isset($policy_type_id) || $policy_type_id === '' || $policy_type_id === null) ? 0 : $policy_type_id;
- $date_type = (!isset($date_type) || $date_type === '' || $date_type === null) ? 0 : $date_type;
- $issuer = (!isset($issuer) || $issuer === '' || $issuer === null) ? 0 : $issuer;
-
-
- $data['business_list'] = $this->policyTransactionModel->getBusinessReportList($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer);
- $this->loadLayout('business_team_list', $data);
- }
-
-
- public function reportFinanceList()
- {
- $data['tab_name'] = 'Finance Report';
- $data['page_name'] = 'Finance Report';
-
- $data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
- $data['insurer'] = $this->insurerModel->where('is_active', 1)->findAll();
- $data['policy_types'] = $this->policyTypeModel->where('is_active', 1)->findAll();
- $data['clients'] = $this->clientModel->where('is_active', 1)->findAll();
- $data['date_type'] = [
- 'policy_issue_date' => 'Policy Issue Date',
- 'policy_start_date' => 'Policy Start Date',
- 'policy_end_date' => 'Policy End Date',
- 'data_received_date' => 'Data Received Date',
- 'closure_date' => 'Closure Date',
- ];
-
- //filter datas
- $start_date = $this->request->getGet('start_date');
- $end_date = $this->request->getGet('end_date');
- $client_id = $this->request->getGet('client_id');
- $insurer_id = $this->request->getGet('insurer_id');
- $policy_type_id = $this->request->getGet('policy_type_id');
- $date_type = $this->request->getGet('date_type');
- $issuer = $this->request->getGet('issuer');
-
- $start_date = (!isset($start_date) || $start_date === '' || $start_date === null) ? 0 : $start_date;
- $end_date = (!isset($end_date) || $end_date === '' || $end_date === null) ? 0 : $end_date;
-
- $client_id = (!isset($client_id) || $client_id === '' || $client_id === null) ? 0 : $client_id;
- $insurer_id = (!isset($insurer_id) || $insurer_id === '' || $insurer_id === null) ? 0 : $insurer_id;
- $policy_type_id = (!isset($policy_type_id) || $policy_type_id === '' || $policy_type_id === null) ? 0 : $policy_type_id;
- $date_type = (!isset($date_type) || $date_type === '' || $date_type === null) ? 0 : $date_type;
- $issuer = (!isset($issuer) || $issuer === '' || $issuer === null) ? 0 : $issuer;
-
-
-
- $data['finance_list'] = $this->policyTransactionModel->getFinanceReportList($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer);
- $this->loadLayout('finance_team_list', $data);
- }
-
- public function reportOutstanding()
- {
- $data['tab_name'] = 'Outstanding Report';
- $data['page_name'] = 'Outstanding Report';
-
- $data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
- $data['insurer'] = $this->insurerModel->where('is_active', 1)->findAll();
- $data['policy_types'] = $this->policyTypeModel->where('is_active', 1)->findAll();
- $data['clients'] = $this->clientModel->where('is_active', 1)->findAll();
- $data['date_type'] = [
- 'policy_issue_date' => 'Policy Issue Date',
- 'policy_start_date' => 'Policy Start Date',
- 'policy_end_date' => 'Policy End Date',
- 'data_received_date' => 'Data Received Date',
- 'closure_date' => 'Closure Date',
- ];
-
- //filter datas
- $start_date = $this->request->getGet('start_date');
- $end_date = $this->request->getGet('end_date');
- $client_id = $this->request->getGet('client_id');
- $insurer_id = $this->request->getGet('insurer_id');
- $insurer_branch_id = $this->request->getGet('insurer_branch_id');
-
- $start_date = (!isset($start_date) || $start_date === '' || $start_date === null) ? 0 : change_date_format($start_date, 'd-m-Y', 'Y-m-01');
- $end_date = (!isset($end_date) || $end_date === '' || $end_date === null) ? 0 : change_date_format($end_date, 'd-m-Y', 'Y-m-31');
- // dd([$start_date,$end_date]);
-
-
- $insurer_id = (!isset($insurer_id) || $insurer_id === '' || $insurer_id === null) ? 0 : $insurer_id;
- $insurer_branch_id = (!isset($insurer_branch_id) || $insurer_branch_id === '' || $insurer_branch_id === null) ? 0 : $insurer_branch_id;
-
- $data['outstanting_list'] = $this->policyTransactionModel->getOutstandingReportLIst($start_date, $end_date, $insurer_id, $insurer_branch_id);
- // dd($this->policyTransactionModel->getLastQuery());
- // dd($data);
- $this->loadLayout('outstanding_report_list', $data);
- }
-
- //---------------------------------------------------------------------------------------------------
-
- //insurer statement list page
- public function statementList()
- {
- // dd($this->updateInsurerStatement(['file_id' => 133])); // for check validateInsurerStatementfunction with hard coded file id always un command
- $data['insurers'] = $this->insurerModel->where('is_active',1)->findAll();
- $today = date('Y-m-d');
- $fromday = $from_date = date('Y-m-d', strtotime('-180 days', strtotime($today)));
- // echo $fromday;die();
- $data['invoice_status_array'] = $this->invoiceStatus;
- $data['insurers'] = $this->insurerBranchModel->getInsurerBranchesWithInsurerNames();
-
- // dd( $data['insurers']);
- $data['insurer_statement_list'] = $this->insurerStatements
- ->select(
- 'insurer_statements.*,
- insurers.name AS insurer_name,
- insurers.short_name,
- user_profiles.first_name,
- insurer_branch.branch_code,
- (SELECT SUM(pt_co_share_details.exp_amt)
- FROM pt_co_share_details
- WHERE pt_co_share_details.is_active = 1
- AND pt_co_share_details.statement_id = insurer_statements.id
- ) AS exp_inv_amt,
- (SELECT SUM(inv_payment_details.inv_amt) + SUM(inv_payment_details.tds) + SUM(inv_payment_details.gst)
- FROM inv_payment_details
- WHERE inv_payment_details.is_active = 1
- AND inv_payment_details.statement_id = insurer_statements.id
- ) AS received_inv_amt'
- )
- ->join('insurers', 'insurer_statements.insurer_id = insurers.id')
- ->join('insurer_branch', 'insurer_statements.branch_id = insurer_branch.id')
- ->join('user_profiles', 'insurer_statements.created_by = user_profiles.id')
- ->where('insurer_statements.is_active', 1)
- // ->where('insurer_statements.file_status','success')
- ->where('date(insurer_statements.created_at) >= ', $from_date)
- ->where('date(insurer_statements.created_at) <= ', $today)
- ->orderBy('insurer_statements.id', 'DESC')
- ->findAll();
-
- // dd( $this->insurerStatements->getLastQuery());
- $data['tab_name'] = 'Statement Upload';
- $data['page_name'] = 'Statement Upload';
-
- $this->loadLayout('insurer_statement_list', $data);
- }
-
- // public function failedStatementList(){
- // $today = date('Y-m-d');
- // $fromday = $from_date = date('Y-m-d', strtotime('-180 days', strtotime($today)));
- // // echo $fromday;die();
- // $data['invoice_status_array'] = $this->invoiceStatus;
- // $data['insurers'] = $this->insurerBranchModel ->getInsurerBranchesWithInsurerNames();
-
- // // dd( $data['insurers']);
- // $data['insurer_statement_list'] = $this->insurerStatements
- // ->select('insurer_statements.*,
- // insurers.name AS insurer_name,
- // insurers.short_name,
- // user_profiles.first_name,
- // insurer_branch.branch_code,
- // (SELECT SUM(pt_co_share_details.exp_amt)
- // FROM pt_co_share_details
- // WHERE pt_co_share_details.is_active = 1
- // AND pt_co_share_details.statement_id = insurer_statements.id
- // ) AS exp_inv_amt,
- // (SELECT SUM(inv_payment_details.inv_amt) + SUM(inv_payment_details.tds) + SUM(inv_payment_details.gst)
- // FROM inv_payment_details
- // WHERE inv_payment_details.is_active = 1
- // AND inv_payment_details.statement_id = insurer_statements.id
- // ) AS received_inv_amt'
- // )
- // ->join('insurers', 'insurer_statements.insurer_id = insurers.id')
- // ->join('insurer_branch', 'insurer_statements.branch_id = insurer_branch.id')
- // ->join('user_profiles', 'insurer_statements.created_by = user_profiles.id')
- // ->where('insurer_statements.is_active', 1)
- // ->where('insurer_statements.file_status','failed')
- // ->where('date(insurer_statements.created_at) >= ', $from_date)
- // ->where('date(insurer_statements.created_at) <= ', $today)
- // ->orderBy('insurer_statements.id', 'DESC')
- // ->findAll();
- // if($data['insurer_statement_list']){
- // return $this->respond(['status' => true, 'code' => 200,'data'=>$data ], 200);
- // }else{
- // return $this->respond(['status'=>false,'message'=>'Data Not Fount'],404);
- // }
-
- // }
-
- public function uploadInsurerStatement()
- {
-
- //validate uploaded file
- $filename = '';
- $validated = $this->validate([
- 'statement' => [
- 'uploaded[statement]',
- 'mime_in[statement,application/vnd.ms-excel,application/vnd,application/vnd.openxmlformats-officedocument.spreadsheetml.sheet,application/vnd.oasis.opendocument.spreadsheet]',
- 'max_size[statement,16384]',
- ],
- ]);
- // $this->createStatementFolder();
- if ($validated) {
- $avatar = $this->request->getFile('statement');
- if (!$avatar) {
- $this->myLogger->logme("error", 'Statement File not found');
- return $this->respond(['dataStatus' => false, 'code' => 400, 'message' => 'File not found'], 400);
+ if (!empty($data['policy_end_date'])) {
+ $data['policy_end_date'] = change_date_format($data['policy_end_date'], 'Y-m-d', 'd/m/Y');
}
- $is_moved = $avatar->move(WRITEPATH . 'uploads/statements/');
- if ($is_moved) {
- $filename = $avatar->getName();
- // Handle successful upload, e.g., log success or further processing
- $this->myLogger->logme("error", 'Statement File moved successful');
- } else {
- $this->myLogger->logme("error", 'Statement File move failed');
- return $this->respond(['dataStatus' => false, 'code' => 500, 'message' => 'File move failed'], 500);
+ if (!empty($data['data_received_date'])) {
+ $data['data_received_date'] = change_date_format($data['data_received_date'], 'Y-m-d', 'd/m/Y');
}
- } else {
- $this->myLogger->logme("error", 'Statement Upload failed Invalid file');
- return $this->respond(['dataStatus' => false, 'code' => 404, 'message' => 'Invalid file'], 404);
- }
- //process post variable entry in file table
- $loggedInUserID = get_session_userid();
- // dd($loggedInUserID);
- // $loggedInUserID = 8;
-
- $insurer = $this->request->getPost('insurer');
-
- $insurer_id = explode('-', $insurer)[0];
- $branch_id = explode('-', $insurer)[1];
- // print_r($insurer_id);
- // print_r($branch_id);
- // die();
- $month = $this->request->getPost('statement_month');
- $month = $month . '-01';
- // print_r($month);die;
- $month = change_date_format($month, 'Y-M-d', 'Y-m-d');
- $stmt_sno = $this->request->getPost('statement_no');
- // print_r($month);die;
-
- $file_id = $this->insurerStatements->insert(['insurer_id' => $insurer_id, 'branch_id' => $branch_id, 'file_name' => $filename, 'month' => $month, 'created_by' => $loggedInUserID, 'stmt_sno' => $stmt_sno]); //here field policy_id have client_policy_id and not policy id from policy master
- $this->myLogger->logme("error", '{file_id} statement uploaded success', ['file_id' => $file_id]);
-
- //validate file
- $validation_result = $this->validateInsurerStatement(['file_id' => $file_id]);
- //update file content to DB
- if ($validation_result['status']) {
- $this->updateInsurerStatement(['file_id' => $file_id]);
- }
-
- if (!isset($file_id) || !$validation_result['status']) {
- return $this->respond(['dataStatus' => false, 'code' => 404, 'message' => 'file not uploaded', 'error_data' => $validation_result['error_data'], 'error_code' => $validation_result['error_code']], 200);
- }
-
- if (isset($file_id) || $validation_result['status']) {
- $this->insurerStatements->where('id', $file_id)->set(['invoice_status' => 'pending'])->update();
- }
-
-
-
- return $this->respond(['dataStatus' => true, 'code' => 200, 'data' => 'file upload success'], 200);
- }
-
- public function createStatementFolder()
- {
- $folderPath = WRITEPATH . 'uploads/statements/';
-
- // Check if the folder doesn't exist
- if (!file_exists($folderPath)) {
- // Create the folder
- if (mkdir($folderPath, 0777, true)) {
- $this->myLogger->logme('error', 'statement upload folder created successfully');
-
- // Set permissions to a+rwx (read, write, execute for all)
- chmod($folderPath, 0777);
- $this->myLogger->logme('error', 'Permissions set to a+rwx.');
- } else {
- // echo "Failed to create folder.";
- $this->myLogger->logme('error', 'Failed to create statement upload folder.');
+ if (!empty($data['policy_issue_date'])) {
+ $data['policy_issue_date'] = change_date_format($data['policy_issue_date'], 'Y-m-d', 'd/m/Y');
}
- } else {
- $this->myLogger->logme('error', 'upload folder exists.');
- }
- }
- public function validateInsurerStatement($params)
- {
- helper('excel_util_helper');
- //get file info
- $file_id = $params['file_id'];
- $file = $this->insurerStatements->find($file_id);
- // dd($file);
- $date = new \DateTime($file['month']);
+ if (!empty($data['endorse_eff_date'])) {
+ $data['endorse_eff_date'] = change_date_format($data['endorse_eff_date'], 'Y-m-d', 'd/m/Y');
+ }
- $month = $date->format('m');
- $year = $date->format('Y');
+ if (!empty($data['install_due_date'])) {
+ $data['install_due_date'] = change_date_format($data['install_due_date'], 'Y-m-d', 'd/m/Y');
+ }
- $error_data = ['error_code' => '', 'error_data' => []];
- $status = 'success';
- $ret_status = true;
- // dd($month.'-'.$year);
- $return = [];
- if (!isset($file)) {
- //file not found in DB
- return array('status' => false, 'msg' => 'statement file not found in DB');
- }
- $file_name_with_path = WRITEPATH . "/uploads/statements/" . $file['file_name'];
+ if (!empty($data['last_action_date'])) {
+ $data['last_action_date'] = change_date_format($data['last_action_date'], 'Y-m-d', 'd/m/Y');
+ }
- //check physical file
- if (!file_exists($file_name_with_path)) {
- //file not found update status and reason
- $message = "Physcial file not found";
- // echo $message;
- $this->myLogger->logme('error', ($message . ' for statement file id ' . $file_id));
- $this->insurerStatements->where('id', $file_id)->set(['file_status' => 'failed', 'reason' => json_encode(['error_code' => 0, 'error_data' => $message])])->update();
- return array('status' => false, 'error_code' => 0); //0 - Physcial file not found
- }
+ if (!empty($data['month'])) {
+ $data['month'] = change_date_format($data['month'], 'Y-m-d', 'M/Y');
+ }
- //get excel data to php array
- $spreadsheet = \PhpOffice\PhpSpreadsheet\IOFactory::load($file_name_with_path);
- $sheet = $spreadsheet->getActiveSheet();
+ // print_r($data); die;
- $highestRowAndColumn = $sheet->getHighestRowAndColumn();
- // dd($highestRowAndColumn);
- $excel_data = $sheet->rangeToArray('A1:' . $highestRowAndColumn['column'] . $highestRowAndColumn['row']);
- unset($excel_data[0]);
- $excel_data = ExcelSanitizeHelper::sanitizeArrayData($excel_data);
- // Kint::dump($excel_data);die();
- //get no of line items and update in DB
- $line_items = 0;
- // get uploaded month transactions data
- $source_data = $this->PTCOShareDetailsModel->getNonReconcileredPolicyTransactions(insurer_id: $file['insurer_id'], insurer_branch_id: $file['branch_id']);
- // var_dump($source_data);die();
- // Kint::dump($source_data);die();
+ //get PT Co-Share Details
+ $data['pt_co_share_details'] = $this->PTCOShareDetailsModel
-
- // check policy no,insurer and etc in DB for this month
- // if all good return true, otherwise return false with messssage
- foreach ($excel_data as $excel_key => $excel_row) {
- $is_row_empty = check_row_is_empty_or_null($excel_row);
-
- if (!$is_row_empty) {
-
- // $excel_row = ExcelSanitizeHelper::sanitizeArrayData($excel_row);
- $is_source_found = 0;
- // Kint::dump($excel_key,$excel_row[1],$excel_row[2]);
- // $policy_start_date = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[4]); //policy_start_date from excel
- // $policy_end_date = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[5]); //policy_end_date from excel
-
- $policy_no = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[1]); //policy_end_date from excel
- $policy_no = preg_replace( '/[\x{200B}\x{200C}\x{200D}\x{FEFF}\x{00A0}\x{200E}\x{200F}\x{202A}-\x{202E}]/u', '', $excel_row[1]); //policy_end_date from excel
-
- // $client_name = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[3]); //clientname from excel
-
- $endorsement_no = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[2]); //policy_end_date from excel
- $endorsement_no = preg_replace( '/[\x{200B}\x{200C}\x{200D}\x{FEFF}\x{00A0}\x{200E}\x{200F}\x{202A}-\x{202E}]/u', '', $excel_row[2]); //policy_end_date from excel
-
- // Kint::dump($excel_key,$policy_no,$endorsement_no,$policy_start_date,$policy_end_date);//die();
- foreach ($source_data as $source_key => $source_row) {
- $source_endorsement_no = $source_row['endorsement_no'] !== null ? $source_row['endorsement_no'] : null;
- // Kint::dump($source_row, $source_endorsement_no, $policy_no, $endorsement_no);
+ ->select("
+ pt_co_share_details.*,
- // if (($policy_no == $source_row['policy_no']) && $endorsement_no == $source_endorsement_no && change_date_format($policy_start_date, 'd-m-Y', 'Y-m-d') == $source_row['policy_start_date'] && change_date_format($policy_end_date, 'd-m-Y', 'Y-m-d') == $source_row['policy_end_date'] && $client_name == $source_row['client_name'])
- // {
- // $is_source_found = 1;
- // $line_items = $line_items + 1;
- // unset($source_data[$source_key]);
- // continue 2;
- // }
-
- if (($policy_no == $source_row['policy_no']) && $endorsement_no == $source_endorsement_no)
- {
- $is_source_found = 1;
- $line_items = $line_items + 1;
- unset($source_data[$source_key]);
- continue 2;
- }
- }
+ (
+ SELECT
+ COUNT(*)
+ FROM
+ co_share_stmt_details
+ WHERE
+ co_share_stmt_details.co_share_id = pt_co_share_details.id
+ AND co_share_stmt_details.is_active = 1
+ ) AS record_count,
+
+ (
+ SELECT
+ SUM(actual_bp_amt)
+ FROM
+ co_share_stmt_details
+ WHERE
+ co_share_id = pt_co_share_details.id
+ AND is_active = 1
+
+ ) AS actual_bp_amount,
+
+ (
+ SELECT
+ SUM(actual_tp_amt)
+ FROM
+ co_share_stmt_details
+ WHERE
+ co_share_id = pt_co_share_details.id
+ AND is_active = 1
+
+ ) AS actual_tp_amount,
+
+ (
+ SELECT
+ SUM(actual_tep_amt)
+ FROM
+ co_share_stmt_details
+ WHERE
+ co_share_id = pt_co_share_details.id
+ AND is_active = 1
+
+ ) AS actual_tep_amount,
+
+ (
+ SELECT
+ SUM(actual_bp_per)
+ FROM
+ co_share_stmt_details
+ WHERE
+ co_share_id = pt_co_share_details.id
+ AND is_active = 1
+
+ ) AS actual_bp_percentage,
+
+ (
+ SELECT
+ SUM(actual_tp_per)
+ FROM
+ co_share_stmt_details
+ WHERE
+ co_share_id = pt_co_share_details.id
+ AND is_active = 1
+
+ ) AS actual_tp_percentage,
+
+ (
+ SELECT
+ SUM(actual_tep_per)
+ FROM
+ co_share_stmt_details
+ WHERE
+ co_share_id = pt_co_share_details.id
+ AND is_active = 1
+
+ ) AS actual_tep_percentage,
+
+
+ (
+ SELECT
+ SUM(actual_bp_brokerage_amt)
+ FROM
+ co_share_stmt_details
+ WHERE
+ co_share_id = pt_co_share_details.id
+ AND is_active = 1
+
+ ) AS actual_bp_brokerage_amount,
+
+
+ (
+ SELECT
+ SUM(actual_tp_brokerage_amt)
+ FROM
+ co_share_stmt_details
+ WHERE
+ co_share_id = pt_co_share_details.id
+ AND is_active = 1
+
+ ) AS actual_tp_brokerage_amount,
+
+
+ (
+ SELECT
+ SUM(actual_tep_brokerage_amt)
+ FROM
+ co_share_stmt_details
+ WHERE
+ co_share_id = pt_co_share_details.id
+ AND is_active = 1
+
+ ) AS actual_tep_brokerage_amount
+
+ ")
+ ->where('pt_id', $id)
+ ->where('is_active', 1)
+ ->orderBy('id', 'asc')
+ ->findAll();
- if ($is_source_found == 0) {
- // echo $excel_key.'-'.$excel_row[1] . '- not found
';
- $error_data['error_code'] = 1; //match not found
- // $error_data['error_data'] = ($error_data['error_data'] ?? []);
- $error_data['error_data'] = array_merge($error_data['error_data'], [$excel_row[0]]); //match not found
- }
+ // print_r($data['endorse_eff_date']); die;
+
+ $pt_bp_amt = $this->PTCOShareDetailsModel
+ ->select('bp_amt, amount')
+ ->where('pt_id', $id)
+ ->where('co_share_type', 1)
+ ->where('is_active', 1)
+ ->first();
+
+ // dd(db_connect()->getLastQuery() ,$pt_bp_amt);
+ $data['base_cd_amount'] = $pt_bp_amt['amount'] ?? null;
+
+ if ($data) {
+ return $this->respond(['status' => true, 'data' => $data, 'pt_id' => $pt_id], 200);
+ } else {
+ return $this->respond(['status' => false], 200);
}
}
- // dd($error_data);
+ //------------------------------------------------------------------------------------------------
- if ($error_data['error_code']) {
- $status = 'failed';
- $ret_status = false;
- }
- //update in DB
- $this->insurerStatements->where('id', $file_id)->set(['line_items' => $line_items, 'file_status' => $status, 'reason' => json_encode($error_data)])->update();
- return array('status' => $ret_status, 'error_code' => $error_data['error_code'], 'error_data' => $error_data['error_data']);
- }
+ //file upload function
+ public function uploadFile()
+ {
+ $GoogleDriveController = new GoogleDriveController();
+ $files = $this->request->getFiles();
+ $doc_name = $this->request->getPost('doc_name[]');
+ $pt_id = $this->request->getPost('pt_id');
+ $client_policy_id = $this->request->getPost('client_policy_id');
+ $data = $this->request->getPost();
+ $uploadFilePath = WRITEPATH . 'uploads/client_kyc_documents';
- public function updateInsurerStatement($params)
- {
- helper('excel_util_helper');
- //get file info
- $file_id = $params['file_id'];
- $file = $this->insurerStatements->find($file_id);
- // dd($file);
- $date = new \DateTime($file['month']);
+ $uploadData = [];
- $month = $date->format('m');
- $year = $date->format('Y');
+ foreach ($data['doc_name'] as $key => $docName) {
- $error_data = ['error_code' => '', 'error_data' => []];
- $status = 'success';
- $ret_status = true;
- // dd($month.'-'.$year);
- $return = [];
- if (!isset($file)) {
- //file not found in DB
- return array('status' => false, 'msg' => 'statement file not found in DB');
- }
- $file_name_with_path = WRITEPATH . "/uploads/statements/" . $file['file_name'];
+ // Get the corresponding file for this document name
+ $file = $files['file'][$key];
- //check physical file
- if (!file_exists($file_name_with_path)) {
- //file not found update status and reason
- $message = "Physcial file not found";
- // echo $message;
- $this->myLogger->logme('error', ($message . ' for statement file id ' . $file_id));
- $this->insurerStatements->where('id', $file_id)->set(['file_status' => 'failed', 'reason' => json_encode(['error_code' => 0, 'error_data' => $message])])->update();
- return array('status' => false, 'error_code' => 0); //0 - Physcial file not found
- }
+ if (!empty($docName) && $file->isValid() && !$file->hasMoved()) {
- //get excel data to php array
- $spreadsheet = \PhpOffice\PhpSpreadsheet\IOFactory::load($file_name_with_path);
- $sheet = $spreadsheet->getActiveSheet();
+ // Upload the file
+ $uploadedFileName = file_Upload($file, $uploadFilePath);
- $highestRowAndColumn = $sheet->getHighestRowAndColumn();
- // dd($highestRowAndColumn);
- $excel_data = $sheet->rangeToArray('A1:' . $highestRowAndColumn['column'] . $highestRowAndColumn['row']);
- unset($excel_data[0]);
- $excel_data = ExcelSanitizeHelper::sanitizeArrayData($excel_data);
- // dd($excel_data);
- //get no of line items and update in DB
- $line_items = count($excel_data);
- // get uploaded month transactions data
- $source_data = $this->PTCOShareDetailsModel->getNonReconcileredPolicyTransactions(insurer_id: $file['insurer_id'], insurer_branch_id: $file['branch_id']);
- // Kint::dump($source_data);//die;
- // Kint::dump($excel_data);
- // die;
- // check policy no,insurer and etc in DB for this month
- // if all good return true, otherwise return false with messssage
- $data_to_update = [];
- foreach ($excel_data as $excel_key => $excel_row) {
- $is_row_empty = check_row_is_empty_or_null($excel_row);
- if (!$is_row_empty) {
+ if ($uploadedFileName) {
+ // Prepare data for each document upload
+ $docData = [
+ 'pt_id' => $pt_id,
+ 'doc_name' => $docName,
+ 'file_name' => $uploadedFileName,
+ 'created_by' => get_session_userid(),
+ ];
- $is_source_found = 0;
- // $policy_start_date = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[4]); //policy_start_date from excel
- // $policy_end_date = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[5]); //policy_end_date from excel
- $policy_no = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[1]); //policy_end_date from excel
- $policy_no = preg_replace('/[\x{200C}\x{200B}]/u', '', $excel_row[1]); //
- // $client_name = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[3]); //clientname from excel
- $endorsement_no = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[2]); //policy_end_date from excel
+ // $uploadFilePath = $uploadFilePath . '/' . $uploadedFileName;
- foreach ($source_data as $source_key => $source_row) {
- // Kint::dump(change_date_format($excel_row[3],'d-m-Y','Y-m-d'));
- $source_endorsement_no = $source_row['endorsement_no'] !== null ? $source_row['endorsement_no'] : null;
- // if (($policy_no == $source_row['policy_no']) && $endorsement_no == $source_endorsement_no && change_date_format($policy_start_date, 'd-m-Y', 'Y-m-d') == $source_row['policy_start_date'] && change_date_format($policy_end_date, 'd-m-Y', 'Y-m-d') == $source_row['policy_end_date'] && $client_name == $source_row['client_name']) {
- if (($policy_no == $source_row['policy_no']) && $endorsement_no == $source_endorsement_no) {
- $is_source_found = 1;
+ // $GoogleDriveController->uploadFiletoGdrive(client_policy_id: $client_policy_id, doc_type: 'POLICY', file_path: $uploadFilePath, file_name: $uploadedFileName);
- //calculate percentage first
- $total_amt = 0;
+ // Insert into database
+ $insert = $this->PTFileModel->insert($docData);
- // $actual_bp_per = trim($excel_row[9]); //commented becoz this filed removed tfrom excel file
- $actual_bp_per = 0; //set default value 0 for maintaining existing code flow
- $actual_bp_brokerage = trim($excel_row[5]);
- $actual_bp_amt = trim($excel_row[3]);
-
- if (($actual_bp_brokerage && $actual_bp_brokerage != 0 && $actual_bp_brokerage != "")) {
- $total_amt += $actual_bp_brokerage;
- //percentage reverse calculation
- if (($actual_bp_per == 0 || $actual_bp_per == 0) && !empty($actual_bp_amt)) {
- $actual_bp_per = round(($actual_bp_brokerage / $actual_bp_amt) * 100, 2);
- }
- } else {
- $actual_bp_brokerage = $actual_bp_amt * ($actual_bp_per / 100);
- $total_amt += $actual_bp_brokerage;
+ if ($insert) {
+ $uploadData[] = $docData;
}
-
- // $actual_tp_per = trim($excel_row[10]);//commented becoz this filed removed tfrom excel file
- $actual_tp_per = 0;//set default value 0 for maintaining existing code flow
- $actual_tp_brokerage = trim($excel_row[6]);
- $actual_tp_amt = trim($excel_row[4]);
-
- if ($actual_tp_brokerage && $actual_tp_brokerage != 0 && $actual_tp_brokerage != "") {
- $total_amt += $actual_tp_brokerage;
- //percentage reverse calculation
- if (($actual_tp_per == 0 || $actual_tp_per == "") && !empty($actual_tp_amt)) {
- $actual_tp_per = ($actual_tp_brokerage / $actual_tp_amt) * 100;
- }
- } else {
- $actual_tp_brokerage = $actual_tp_amt * ($actual_tp_per / 100);
- $total_amt += $actual_tp_brokerage;
- }
-
- // $actual_tep_per = trim($excel_row[11]);
- // $actual_tep_brokerage = trim($excel_row[14]);
- // $actual_tep_amt = trim($excel_row[8]);
-
- $actual_tep_per = 0;
- $actual_tep_brokerage = 0;
- $actual_tep_amt = 0;
-
- if ($actual_tep_brokerage && $actual_tep_brokerage != 0 && $actual_tep_brokerage != "") {
- $total_amt += $actual_tep_brokerage;
- //percentage reverse calculation
- if (($actual_tep_per == 0 || $actual_tep_per == "") && !empty($actual_tep_amt)) {
- $actual_tep_per = ($actual_tep_brokerage / $actual_tep_amt) * 100;
- }
- } else {
- $actual_tep_brokerage = $actual_tep_amt * ($actual_tep_per / 100);
- $total_amt += $actual_tep_brokerage;
- }
-
- //find variance
- $variance_amt = $source_row['exp_amt'] - $total_amt;
-
- $data_to_update[] = ['co_share_id' => $source_row['id'], 'actual_bp_amt' => $actual_bp_amt, 'actual_tp_amt' => $actual_tp_amt, 'actual_tep_amt' => $actual_tep_amt, 'actual_bp_per' => $actual_bp_per, 'actual_tp_per' => $actual_tp_per, 'actual_tep_per' => $actual_tep_per, 'variance' => $variance_amt, 'actual_tep_brokerage_amt' => $actual_tep_brokerage, 'actual_tp_brokerage_amt' => $actual_tp_brokerage, 'actual_bp_brokerage_amt' => $actual_bp_brokerage, 'reward' => trim($excel_row[7]), 'statement_id' => $file_id];
-
- unset($source_data[$source_key]);
- continue 2;
}
}
}
+
+ // print_r($uploadData); die;
+
+ // $uploadData = uploadFilesToGoogleDrive($files['file'], $doc_name, $pt_id);
+
+ if (!empty($uploadData)) {
+
+ $ptFileQuery = $this->PTFileModel
+ ->join('policy_transaction', 'pt_files.pt_id = policy_transaction.id')
+ ->where('pt_files.pt_id', $pt_id)
+ ->where('pt_files.is_active', 1);
+
+ if (!in_array(get_role_id(), [1, 5]) && empty(array_intersect(user_team(), [MANAGEMENT_TEAM_ID, FINANCE_TEAM_ID, BUSINESS_TEAM_ID]))) {
+
+ if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
+ $ptFileQuery->where('pt_files.created_by', get_session_userid());
+ }
+ }
+
+ $data['pt_files'] = $ptFileQuery->findAll();
+
+ return $this->respond(['status' => true, 'message' => 'File uploaded successfully in G-Drive', 'data' => $data]);
+ } else {
+ return $this->respond(['status' => false, 'message' => 'Failed to upload file in G-Drive']);
+ }
}
- // dd($data_to_update);
- $this->coShareStmtDetailsModel->insertBatch($data_to_update, 'id');
- // dd($data_to_update);
- // if($error_data['error_code'])
- // {
- // $status = 'failed';
- // $ret_status = false;
+
+ // update Invoice Status
+ public function updateInvoiceStatus()
+ {
+ $ids = $this->request->getPost('ids');
+ $ids = json_decode($ids);
+
+ // var_dump($ids); die;
+
+ $data['invoice_status'] = $this->request->getPost('invoice_status');
+ if ($this->request->getPost('invoice_status') == 'generated') {
+ $data['invoice_no'] = $this->request->getPost('invoice_no');
+ }
+
+
+ $update = $this->policyTransactionModel
+ ->whereIn('id', $ids)
+ ->set($data)
+ ->update();
+
+
+ if ($update) {
+
+ return $this->respond(['status' => true, 'data' => $ids, 'message' => 'Invoice status updated successfully'], 200);
+ } else {
+ return $this->respond(['status' => true, 'data' => $ids, 'message' => 'Failed to update invoice status'], 200);
+ }
+ }
+
+ public function removeCoShareData($id)
+ {
+ $this->myLogger->logme('error', 'PT Co Share Detailes Remove function called');
+
+ $data = [
+ 'updated_by' => get_session_userid(),
+ 'is_active' => 0
+ ];
+
+ $update = $this->PTCOShareDetailsModel->where('id', $id)->set($data)->update();
+
+ if ($update) {
+ return $this->respond(['status' => true, 'code' => 200, 'message' => 'Data removed successfully'], 200);
+ } else {
+ return $this->respond(['status' => false, 'code' => 404, 'message' => 'Failed to remove data'], 200);
+ }
+ }
+
+ public function getPTCOShareCount($client_id, $client_policy_id)
+ {
+ $totalCount = $this->PTCOShareDetailsModel
+ ->select("
+ pt_co_share_details.*,
+ policy_transaction.bro_payable_by,
+ policy_transaction.cd_ac_pk,
+ (
+ select cd_ac_no
+ from cd_master
+ where id = policy_transaction.cd_ac_pk
+ ) as cd_account_no,
+ (
+ select balance
+ from cash_deposit
+ where cd_ac_pk = policy_transaction.cd_ac_pk
+ and is_active = 1
+ order by id desc
+ limit 1
+ ) as cd_amount,
+ ")
+ ->join('policy_transaction', 'policy_transaction.id = pt_co_share_details.pt_id')
+ ->where('policy_transaction.client_id', $client_id)
+ // ->where('policy_transaction.client_policy_id', $client_policy_id)
+ ->where('policy_transaction.id', $client_policy_id)
+ ->where('policy_transaction.action_type', 'inception')
+ ->where('policy_transaction.is_active', 1)
+ ->findAll();
+
+ $is_copay_yes = $this->policyTransactionModel
+ ->where('client_id', $client_id)
+ // ->where('client_policy_id', $client_policy_id)
+ ->where('id', $client_policy_id)
+ ->where('action_type', 'inception')
+ ->where('is_active', 1)
+ ->first();
+
+ $cd_ac_no = db_connect()->table('cd_master')->where('id', $is_copay_yes['cd_ac_pk'] ?? null)->get()->getRowArray();
+
+ if ($totalCount) {
+ return $this->respond(['status' => true, 'code' => 200, 'data' => $totalCount, 'is_copay_yes' => $is_copay_yes, "cd_master_data" => $cd_ac_no], 200);
+ } else {
+ $insurer_data = $this->clientPolicyModel->where('id', $client_policy_id)->where('is_active', 1)->first();
+ return $this->respond(['status' => false, 'code' => 404, 'message' => 'There is no policy inception data.'], 200);
+ }
+ }
+
+ public function checkInvoiceStatus($pt_id)
+ {
+ $data = $this->policyTransactionModel
+ ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id')
+ ->join('insurer_statements', 'pt_co_share_details.statement_id = insurer_statements.id')
+ ->where('policy_transaction.id', $pt_id)
+ ->where('policy_transaction.is_active', 1)
+ ->where('pt_co_share_details.is_active', 1)
+ ->where('pt_co_share_details.statement_id IS NOT NULL')
+ ->where('insurer_statements.invoice_no IS NOT NULL')
+ ->countAllResults();
+
+ if ($data) {
+ return $this->respond(['status' => true, 'count' => $data, 'code' => 200], 200);
+ } else {
+ return $this->respond(['status' => false, 'count' => 0, 'message' => 'No Data Found', 'code' => 404], 200);
+ }
+ }
+
+ public function getBasePolicy($client_id, $client_branch_id)
+ {
+ $data = $this->clientPolicyModel
+ ->select('client_policy.*, policy_type.policy_type')
+ ->join('policy_type', 'policy_type.id = client_policy.policy_type_id')
+ ->where('client_policy.client_id', $client_id)
+ ->where('client_policy.client_branch_id', $client_branch_id)
+ ->whereIn('client_policy.policy_type_id', [2, 3])
+ ->where('client_policy.is_active', 1)
+ ->findAll();
+
+ if ($data) {
+ return $this->respond(['status' => true, 'data' => $data, 'code' => 200], 200);
+ } else {
+ return $this->respond(['status' => false, 'count' => 0, 'message' => 'No Data Found', 'code' => 404], 200);
+ }
+ }
+
+ //---------------------------------------------------------------------------------------------------
+
+ //get BDS Reports data old function
+ public function reportBDSOld()
+ {
+ $data['tab_name'] = 'BDS Report';
+ $data['page_name'] = 'BDS Report';
+
+ $data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
+ $data['client_type'] = [1 => 'Group', 2 => 'Individual'];
+ $data['issuing_type'] = [1 => 'Fresh', 2 => 'Renewal', 3 => 'Roll Over'];
+ $data['policy_status'] = [
+ 'pending' => 'Pending',
+ 'exported_to_insurer' => 'Exported to Insurer',
+ 'imported_from_insurer' => 'Imported from Insurer',
+ 'exported_to_tpa' => 'Exported to TPA',
+ 'imported_from_tpa' => 'Imported from TPA',
+ 'completed' => 'Completed'
+ ];
+ $data['invoice_status_array'] = [
+ 'yet_to_generate' => 'Yet to Generate',
+ 'generated' => 'Generated',
+ 'send' => 'Send',
+ 'recived' => 'Recived',
+ ];
+ $data['date_type'] = [
+ 'policy_issue_date' => 'Policy Issue Date',
+ 'policy_start_date' => 'Policy Start Date',
+ 'policy_end_date' => 'Policy End Date',
+ 'data_received_date' => 'Data Received Date',
+ 'closure_date' => 'Closure Date',
+ ];
+
+ $data['insurer'] = $this->insurerModel->where('is_active', 1)->findAll();
+ $data['policy_types'] = $this->policyTypeModel->where('is_active', 1)->findAll();
+ $data['clients'] = $this->clientModel->where('is_active', 1)->findAll();
+
+ //filter datas
+ $start_date = $this->request->getGet('start_date');
+ $end_date = $this->request->getGet('end_date');
+ $client_id = $this->request->getGet('client_id');
+ $insurer_id = $this->request->getGet('insurer_id');
+ $policy_type_id = $this->request->getGet('policy_type_id');
+ $date_type = $this->request->getGet('date_type');
+ $issuer = $this->request->getGet('issuer');
+
+ $start_date = (!isset($start_date) || $start_date === '' || $start_date === null) ? 0 : $start_date;
+ $end_date = (!isset($end_date) || $end_date === '' || $end_date === null) ? 0 : $end_date;
+
+ $client_id = (!isset($client_id) || $client_id === '' || $client_id === null) ? 0 : $client_id;
+ $insurer_id = (!isset($insurer_id) || $insurer_id === '' || $insurer_id === null) ? 0 : $insurer_id;
+ $policy_type_id = (!isset($policy_type_id) || $policy_type_id === '' || $policy_type_id === null) ? 0 : $policy_type_id;
+ $date_type = (!isset($date_type) || $date_type === '' || $date_type === null) ? 0 : $date_type;
+ $issuer = (!isset($issuer) || $issuer === '' || $issuer === null) ? 0 : $issuer;
+
+
+ //Actual data for the list
+ $data['report_list'] = $this->policyTransactionModel->getBDSReportList($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer);
+ // dd($data);
+
+ $this->loadLayout('report_bds_filter', $data);
+ }
+
+ //get BDS Reports data New Function
+ public function reportBDS()
+ {
+
+ $data['tab_name'] = 'BDS Report';
+ $data['page_name'] = 'BDS Report';
+
+ $data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
+ $data['client_type'] = [1 => 'Group', 2 => 'Individual'];
+ $data['issuing_type'] = [1 => 'Fresh', 2 => 'Renewal', 3 => 'Roll Over'];
+ $data['policy_status'] = [
+ 'pending' => 'Pending',
+ 'exported_to_insurer' => 'Exported to Insurer',
+ 'imported_from_insurer' => 'Imported from Insurer',
+ 'exported_to_tpa' => 'Exported to TPA',
+ 'imported_from_tpa' => 'Imported from TPA',
+ 'completed' => 'Completed'
+ ];
+ $data['invoice_status_array'] = [
+ 'yet_to_generate' => 'Yet to Generate',
+ 'generated' => 'Generated',
+ 'send' => 'Send',
+ 'recived' => 'Recived',
+ ];
+ $data['date_type'] = [
+ 'policy_issue_date' => 'Policy Issue Date',
+ 'policy_start_date' => 'Policy Start Date',
+ 'policy_end_date' => 'Policy End Date',
+ 'data_received_date' => 'Data Received Date',
+ 'closure_date' => 'Closure Date',
+ 'statement_month' => 'Statement Month',
+ ];
+
+ $data['insurer'] = $this->insurerModel->where('is_active', 1)->findAll();
+ $data['policy_types'] = $this->policyTypeModel->where('is_active', 1)->findAll();
+ $data['clients'] = $this->clientModel->where('is_active', 1)->findAll();
+ $data['users'] = $this->userModel->where('is_active', 1)->findAll();
+ $data['policy_count'] = $this->policyTransactionModel->where('is_active', 1)->countAllResults();
+
+
+ //filter datas
+ $start_date = $this->request->getGet('start_date');
+ $end_date = $this->request->getGet('end_date');
+ $client_id = $this->request->getGet('client_id');
+ $insurer_id = $this->request->getGet('insurer_id');
+ $policy_type_id = $this->request->getGet('policy_type_id');
+ $date_type = $this->request->getGet('date_type');
+ $issuer = $this->request->getGet('issuer');
+ $client_branch_id = $this->request->getGet('client_branch_id');
+ $insurer_branch_id = $this->request->getGet('insurer_branch_id');
+ $client_policy_id = $this->request->getGet('client_policy_id');
+ $user_id = $this->request->getGet('user_id');
+
+ if ($date_type == 'statement_month') {
+ $start_date = (string)date('Y-m-01', strtotime($start_date));
+ $end_date = (string)date('Y-m-31', strtotime($end_date));
+ }
+
+ // dd($start_date, $end_date, $date_type);
+
+ $start_date = (!isset($start_date) || $start_date === '' || $start_date === null) ? 0 : $start_date;
+ $end_date = (!isset($end_date) || $end_date === '' || $end_date === null) ? 0 : $end_date;
+
+ $client_id = (!isset($client_id) || $client_id === '' || $client_id === null) ? 0 : $client_id;
+ $insurer_id = (!isset($insurer_id) || $insurer_id === '' || $insurer_id === null) ? 0 : $insurer_id;
+ $policy_type_id = (!isset($policy_type_id) || $policy_type_id === '' || $policy_type_id === null) ? 0 : $policy_type_id;
+ $date_type = (!isset($date_type) || $date_type === '' || $date_type === null) ? 0 : $date_type;
+ $issuer = (!isset($issuer) || $issuer === '' || $issuer === null) ? 0 : $issuer;
+ $client_branch_id = (!isset($client_branch_id) || $client_branch_id === '' || $client_branch_id === null) ? 0 : $client_branch_id;
+ $insurer_branch_id = (!isset($insurer_branch_id) || $insurer_branch_id === '' || $insurer_branch_id === null) ? 0 : $insurer_branch_id;
+ $client_policy_id = (!isset($client_policy_id) || $client_policy_id === '' || $client_policy_id === null) ? 0 : $client_policy_id;
+ $user_id = (!isset($user_id) || $user_id === '' || $user_id === null) ? 0 : $user_id;
+ if ($this->request->is('post')) {
+ $isFromDashboard = $this->request->getPost("is_dashboard");
+
+ if (isset($isFromDashboard) && !empty($isFromDashboard) && $isFromDashboard == 1) {
+ $ids = $this->request->getPost('ids');
+
+ $ids = array_filter(explode(',', $ids));
+
+ if (!empty($ids)) {
+ $idsStr = implode(',', array_map('intval', $ids)); // sanitize IDs to be integers
+ $where = "policy_transaction.id IN ($idsStr)";
+ } else {
+ $where = []; // No valid IDs, return empty result
+ }
+ }
+ // dd($ids);
+ }
+ //Actual data for the list
+ $data['report_list'] = $this->policyTransactionModel->getBDSReportList($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $client_branch_id, $insurer_branch_id, $client_policy_id, $user_id, isset($where) ? $where : '');
+ // dd($data);
+
+ $this->loadLayout('report_bds_filter', $data);
+ }
+
+ public function reportVarience()
+ {
+ $data['tab_name'] = 'Variance Report';
+ $data['page_name'] = 'Variance Report';
+
+ $data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
+ $data['insurer'] = $this->insurerModel->where('is_active', 1)->findAll();
+ $data['policy_types'] = $this->policyTypeModel->where('is_active', 1)->findAll();
+ $data['clients'] = $this->clientModel->where('is_active', 1)->findAll();
+ $data['date_type'] = [
+ 'policy_issue_date' => 'Policy Issue Date',
+ 'policy_start_date' => 'Policy Start Date',
+ 'policy_end_date' => 'Policy End Date',
+ 'data_received_date' => 'Data Received Date',
+ 'closure_date' => 'Closure Date',
+ ];
+
+ //filter datas
+ $start_date = $this->request->getGet('start_date');
+ $end_date = $this->request->getGet('end_date');
+ $client_id = $this->request->getGet('client_id');
+ $insurer_id = $this->request->getGet('insurer_id');
+ $policy_type_id = $this->request->getGet('policy_type_id');
+ $date_type = $this->request->getGet('date_type');
+ $issuer = $this->request->getGet('issuer');
+ $client_branch_id = $this->request->getGet('client_branch_id');
+ $insurer_branch_id = $this->request->getGet('insurer_branch_id');
+ $client_policy_id = $this->request->getGet('client_policy_id');
+
+
+ $start_date = (!isset($start_date) || $start_date === '' || $start_date === null) ? 0 : $start_date;
+ $end_date = (!isset($end_date) || $end_date === '' || $end_date === null) ? 0 : $end_date;
+
+ $client_id = (!isset($client_id) || $client_id === '' || $client_id === null) ? 0 : $client_id;
+ $insurer_id = (!isset($insurer_id) || $insurer_id === '' || $insurer_id === null) ? 0 : $insurer_id;
+ $policy_type_id = (!isset($policy_type_id) || $policy_type_id === '' || $policy_type_id === null) ? 0 : $policy_type_id;
+ $date_type = (!isset($date_type) || $date_type === '' || $date_type === null) ? 0 : $date_type;
+ $issuer = (!isset($issuer) || $issuer === '' || $issuer === null) ? 0 : $issuer;
+
+ $client_branch_id = (!isset($client_branch_id) || $client_branch_id === '' || $client_branch_id === null) ? 0 : $client_branch_id;
+ $insurer_branch_id = (!isset($insurer_branch_id) || $insurer_branch_id === '' || $insurer_branch_id === null) ? 0 : $insurer_branch_id;
+ $client_policy_id = (!isset($client_policy_id) || $client_policy_id === '' || $client_policy_id === null) ? 0 : $client_policy_id;
+
+
+ $data['varience_list'] = $this->policyTransactionModel->getVarienceReportLIst($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $client_branch_id, $insurer_branch_id, $client_policy_id);
+ // !dd($data['varience_list']);
+ $this->loadLayout('variance_report_list', $data);
+ }
+
+
+ public function reportBusinessList()
+ {
+ $data['tab_name'] = 'Business Report';
+ $data['page_name'] = 'Business Report';
+
+ $data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
+ $data['insurer'] = $this->insurerModel->where('is_active', 1)->findAll();
+ $data['policy_types'] = $this->policyTypeModel->where('is_active', 1)->findAll();
+ $data['clients'] = $this->clientModel->where('is_active', 1)->findAll();
+ $data['date_type'] = [
+ 'policy_issue_date' => 'Policy Issue Date',
+ 'policy_start_date' => 'Policy Start Date',
+ 'policy_end_date' => 'Policy End Date',
+ 'data_received_date' => 'Data Received Date',
+ 'closure_date' => 'Closure Date',
+ ];
+
+ //filter datas
+ $start_date = $this->request->getGet('start_date');
+ $end_date = $this->request->getGet('end_date');
+ $client_id = $this->request->getGet('client_id');
+ $insurer_id = $this->request->getGet('insurer_id');
+ $policy_type_id = $this->request->getGet('policy_type_id');
+ $date_type = $this->request->getGet('date_type');
+ $issuer = $this->request->getGet('issuer');
+
+ $start_date = (!isset($start_date) || $start_date === '' || $start_date === null) ? 0 : $start_date;
+ $end_date = (!isset($end_date) || $end_date === '' || $end_date === null) ? 0 : $end_date;
+
+ $client_id = (!isset($client_id) || $client_id === '' || $client_id === null) ? 0 : $client_id;
+ $insurer_id = (!isset($insurer_id) || $insurer_id === '' || $insurer_id === null) ? 0 : $insurer_id;
+ $policy_type_id = (!isset($policy_type_id) || $policy_type_id === '' || $policy_type_id === null) ? 0 : $policy_type_id;
+ $date_type = (!isset($date_type) || $date_type === '' || $date_type === null) ? 0 : $date_type;
+ $issuer = (!isset($issuer) || $issuer === '' || $issuer === null) ? 0 : $issuer;
+
+
+ $data['business_list'] = $this->policyTransactionModel->getBusinessReportList($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer);
+ $this->loadLayout('business_team_list', $data);
+ }
+
+
+ public function reportFinanceList()
+ {
+ $data['tab_name'] = 'Finance Report';
+ $data['page_name'] = 'Finance Report';
+
+ $data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
+ $data['insurer'] = $this->insurerModel->where('is_active', 1)->findAll();
+ $data['policy_types'] = $this->policyTypeModel->where('is_active', 1)->findAll();
+ $data['clients'] = $this->clientModel->where('is_active', 1)->findAll();
+ $data['date_type'] = [
+ 'policy_issue_date' => 'Policy Issue Date',
+ 'policy_start_date' => 'Policy Start Date',
+ 'policy_end_date' => 'Policy End Date',
+ 'data_received_date' => 'Data Received Date',
+ 'closure_date' => 'Closure Date',
+ ];
+
+ //filter datas
+ $start_date = $this->request->getGet('start_date');
+ $end_date = $this->request->getGet('end_date');
+ $client_id = $this->request->getGet('client_id');
+ $insurer_id = $this->request->getGet('insurer_id');
+ $policy_type_id = $this->request->getGet('policy_type_id');
+ $date_type = $this->request->getGet('date_type');
+ $issuer = $this->request->getGet('issuer');
+
+ $start_date = (!isset($start_date) || $start_date === '' || $start_date === null) ? 0 : $start_date;
+ $end_date = (!isset($end_date) || $end_date === '' || $end_date === null) ? 0 : $end_date;
+
+ $client_id = (!isset($client_id) || $client_id === '' || $client_id === null) ? 0 : $client_id;
+ $insurer_id = (!isset($insurer_id) || $insurer_id === '' || $insurer_id === null) ? 0 : $insurer_id;
+ $policy_type_id = (!isset($policy_type_id) || $policy_type_id === '' || $policy_type_id === null) ? 0 : $policy_type_id;
+ $date_type = (!isset($date_type) || $date_type === '' || $date_type === null) ? 0 : $date_type;
+ $issuer = (!isset($issuer) || $issuer === '' || $issuer === null) ? 0 : $issuer;
+
+
+
+ $data['finance_list'] = $this->policyTransactionModel->getFinanceReportList($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer);
+ $this->loadLayout('finance_team_list', $data);
+ }
+
+ public function reportOutstanding()
+ {
+ $data['tab_name'] = 'Outstanding Report';
+ $data['page_name'] = 'Outstanding Report';
+
+ $data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
+ $data['insurer'] = $this->insurerModel->where('is_active', 1)->findAll();
+ $data['policy_types'] = $this->policyTypeModel->where('is_active', 1)->findAll();
+ $data['clients'] = $this->clientModel->where('is_active', 1)->findAll();
+ $data['date_type'] = [
+ 'policy_issue_date' => 'Policy Issue Date',
+ 'policy_start_date' => 'Policy Start Date',
+ 'policy_end_date' => 'Policy End Date',
+ 'data_received_date' => 'Data Received Date',
+ 'closure_date' => 'Closure Date',
+ ];
+
+ //filter datas
+ $start_date = $this->request->getGet('start_date');
+ $end_date = $this->request->getGet('end_date');
+ $client_id = $this->request->getGet('client_id');
+ $insurer_id = $this->request->getGet('insurer_id');
+ $insurer_branch_id = $this->request->getGet('insurer_branch_id');
+
+ $start_date = (!isset($start_date) || $start_date === '' || $start_date === null) ? 0 : change_date_format($start_date, 'd-m-Y', 'Y-m-01');
+ $end_date = (!isset($end_date) || $end_date === '' || $end_date === null) ? 0 : change_date_format($end_date, 'd-m-Y', 'Y-m-31');
+ // dd([$start_date,$end_date]);
+
+
+ $insurer_id = (!isset($insurer_id) || $insurer_id === '' || $insurer_id === null) ? 0 : $insurer_id;
+ $insurer_branch_id = (!isset($insurer_branch_id) || $insurer_branch_id === '' || $insurer_branch_id === null) ? 0 : $insurer_branch_id;
+
+ $data['outstanting_list'] = $this->policyTransactionModel->getOutstandingReportLIst($start_date, $end_date, $insurer_id, $insurer_branch_id);
+ // dd($this->policyTransactionModel->getLastQuery());
+ // dd($data);
+ $this->loadLayout('outstanding_report_list', $data);
+ }
+
+ //---------------------------------------------------------------------------------------------------
+
+ //insurer statement list page
+ public function statementList()
+ {
+ // dd($this->updateInsurerStatement(['file_id' => 133])); // for check validateInsurerStatementfunction with hard coded file id always un command
+ $data['insurers'] = $this->insurerModel->where('is_active',1)->findAll();
+ $today = date('Y-m-d');
+ $fromday = $from_date = date('Y-m-d', strtotime('-180 days', strtotime($today)));
+ // echo $fromday;die();
+ $data['invoice_status_array'] = $this->invoiceStatus;
+ $data['insurers'] = $this->insurerBranchModel->getInsurerBranchesWithInsurerNames();
+
+ // dd( $data['insurers']);
+ $data['insurer_statement_list'] = $this->insurerStatements
+ ->select(
+ 'insurer_statements.*,
+ insurers.name AS insurer_name,
+ insurers.short_name,
+ user_profiles.first_name,
+ insurer_branch.branch_code,
+ (SELECT SUM(pt_co_share_details.exp_amt)
+ FROM pt_co_share_details
+ WHERE pt_co_share_details.is_active = 1
+ AND pt_co_share_details.statement_id = insurer_statements.id
+ ) AS exp_inv_amt,
+ (SELECT SUM(inv_payment_details.inv_amt) + SUM(inv_payment_details.tds) + SUM(inv_payment_details.gst)
+ FROM inv_payment_details
+ WHERE inv_payment_details.is_active = 1
+ AND inv_payment_details.statement_id = insurer_statements.id
+ ) AS received_inv_amt'
+ )
+ ->join('insurers', 'insurer_statements.insurer_id = insurers.id')
+ ->join('insurer_branch', 'insurer_statements.branch_id = insurer_branch.id')
+ ->join('user_profiles', 'insurer_statements.created_by = user_profiles.id')
+ ->where('insurer_statements.is_active', 1)
+ // ->where('insurer_statements.file_status','success')
+ ->where('date(insurer_statements.created_at) >= ', $from_date)
+ ->where('date(insurer_statements.created_at) <= ', $today)
+ ->orderBy('insurer_statements.id', 'DESC')
+ ->findAll();
+
+ // dd( $this->insurerStatements->getLastQuery());
+ $data['tab_name'] = 'Statement Upload';
+ $data['page_name'] = 'Statement Upload';
+
+ $this->loadLayout('insurer_statement_list', $data);
+ }
+
+ // public function failedStatementList(){
+ // $today = date('Y-m-d');
+ // $fromday = $from_date = date('Y-m-d', strtotime('-180 days', strtotime($today)));
+ // // echo $fromday;die();
+ // $data['invoice_status_array'] = $this->invoiceStatus;
+ // $data['insurers'] = $this->insurerBranchModel ->getInsurerBranchesWithInsurerNames();
+
+ // // dd( $data['insurers']);
+ // $data['insurer_statement_list'] = $this->insurerStatements
+ // ->select('insurer_statements.*,
+ // insurers.name AS insurer_name,
+ // insurers.short_name,
+ // user_profiles.first_name,
+ // insurer_branch.branch_code,
+ // (SELECT SUM(pt_co_share_details.exp_amt)
+ // FROM pt_co_share_details
+ // WHERE pt_co_share_details.is_active = 1
+ // AND pt_co_share_details.statement_id = insurer_statements.id
+ // ) AS exp_inv_amt,
+ // (SELECT SUM(inv_payment_details.inv_amt) + SUM(inv_payment_details.tds) + SUM(inv_payment_details.gst)
+ // FROM inv_payment_details
+ // WHERE inv_payment_details.is_active = 1
+ // AND inv_payment_details.statement_id = insurer_statements.id
+ // ) AS received_inv_amt'
+ // )
+ // ->join('insurers', 'insurer_statements.insurer_id = insurers.id')
+ // ->join('insurer_branch', 'insurer_statements.branch_id = insurer_branch.id')
+ // ->join('user_profiles', 'insurer_statements.created_by = user_profiles.id')
+ // ->where('insurer_statements.is_active', 1)
+ // ->where('insurer_statements.file_status','failed')
+ // ->where('date(insurer_statements.created_at) >= ', $from_date)
+ // ->where('date(insurer_statements.created_at) <= ', $today)
+ // ->orderBy('insurer_statements.id', 'DESC')
+ // ->findAll();
+ // if($data['insurer_statement_list']){
+ // return $this->respond(['status' => true, 'code' => 200,'data'=>$data ], 200);
+ // }else{
+ // return $this->respond(['status'=>false,'message'=>'Data Not Fount'],404);
+ // }
+
// }
- //update in DB
- $this->insurerStatements->where('id', $file_id)->set(['file_status' => $status, 'reason' => json_encode($error_data), 'invoice_status' => 'pending'])->update();
- return array('status' => $ret_status, 'error_code' => $error_data['error_code'], 'error_data' => $error_data['error_data']);
- }
- public function getInvoicePaymentDetails()
- {
- $statement_id = $this->request->getUri()->getSegment(4);
+ public function uploadInsurerStatement()
+ {
- $inv_details = $this->insurerStatements->find($statement_id);
- $inv_payment_details = $this->invPaymentDetailsModel
- ->where('statement_id', $statement_id)
- ->where('is_active', 1)
- ->get()
- ->getResultArray();
- if (!$inv_details['invoice_value']) {
- $stmt_level_value = $this->coShareStmtDetailsModel->select('sum(actual_tep_brokerage_amt) + sum(actual_tp_brokerage_amt) + sum(actual_bp_brokerage_amt) + sum(reward) as invoice_value')
+ //validate uploaded file
+ $filename = '';
+ $validated = $this->validate([
+ 'statement' => [
+ 'uploaded[statement]',
+ 'mime_in[statement,application/vnd.ms-excel,application/vnd,application/vnd.openxmlformats-officedocument.spreadsheetml.sheet,application/vnd.oasis.opendocument.spreadsheet]',
+ 'max_size[statement,16384]',
+ ],
+ ]);
+ // $this->createStatementFolder();
+ if ($validated) {
+ $avatar = $this->request->getFile('statement');
+ if (!$avatar) {
+ $this->myLogger->logme("error", 'Statement File not found');
+ return $this->respond(['dataStatus' => false, 'code' => 400, 'message' => 'File not found'], 400);
+ }
+
+ $is_moved = $avatar->move(WRITEPATH . 'uploads/statements/');
+ if ($is_moved) {
+ $filename = $avatar->getName();
+ // Handle successful upload, e.g., log success or further processing
+ $this->myLogger->logme("error", 'Statement File moved successful');
+ } else {
+ $this->myLogger->logme("error", 'Statement File move failed');
+ return $this->respond(['dataStatus' => false, 'code' => 500, 'message' => 'File move failed'], 500);
+ }
+ } else {
+ $this->myLogger->logme("error", 'Statement Upload failed Invalid file');
+ return $this->respond(['dataStatus' => false, 'code' => 404, 'message' => 'Invalid file'], 404);
+ }
+
+ //process post variable entry in file table
+ $loggedInUserID = get_session_userid();
+ // dd($loggedInUserID);
+ // $loggedInUserID = 8;
+
+ $insurer = $this->request->getPost('insurer');
+
+ $insurer_id = explode('-', $insurer)[0];
+ $branch_id = explode('-', $insurer)[1];
+ // print_r($insurer_id);
+ // print_r($branch_id);
+ // die();
+ $month = $this->request->getPost('statement_month');
+ $month = $month . '-01';
+ // print_r($month);die;
+ $month = change_date_format($month, 'Y-M-d', 'Y-m-d');
+ $stmt_sno = $this->request->getPost('statement_no');
+ // print_r($month);die;
+
+ $file_id = $this->insurerStatements->insert(['insurer_id' => $insurer_id, 'branch_id' => $branch_id, 'file_name' => $filename, 'month' => $month, 'created_by' => $loggedInUserID, 'stmt_sno' => $stmt_sno]); //here field policy_id have client_policy_id and not policy id from policy master
+ $this->myLogger->logme("error", '{file_id} statement uploaded success', ['file_id' => $file_id]);
+
+ //validate file
+ $validation_result = $this->validateInsurerStatement(['file_id' => $file_id]);
+ //update file content to DB
+ if ($validation_result['status']) {
+ $this->updateInsurerStatement(['file_id' => $file_id]);
+ }
+
+ if (!isset($file_id) || !$validation_result['status']) {
+ return $this->respond(['dataStatus' => false, 'code' => 404, 'message' => 'file not uploaded', 'error_data' => $validation_result['error_data'], 'error_code' => $validation_result['error_code']], 200);
+ }
+
+ if (isset($file_id) || $validation_result['status']) {
+ $this->insurerStatements->where('id', $file_id)->set(['invoice_status' => 'pending'])->update();
+ }
+
+
+
+ return $this->respond(['dataStatus' => true, 'code' => 200, 'data' => 'file upload success'], 200);
+ }
+
+ public function createStatementFolder()
+ {
+ $folderPath = WRITEPATH . 'uploads/statements/';
+
+ // Check if the folder doesn't exist
+ if (!file_exists($folderPath)) {
+ // Create the folder
+ if (mkdir($folderPath, 0777, true)) {
+ $this->myLogger->logme('error', 'statement upload folder created successfully');
+
+ // Set permissions to a+rwx (read, write, execute for all)
+ chmod($folderPath, 0777);
+ $this->myLogger->logme('error', 'Permissions set to a+rwx.');
+ } else {
+ // echo "Failed to create folder.";
+ $this->myLogger->logme('error', 'Failed to create statement upload folder.');
+ }
+ } else {
+ $this->myLogger->logme('error', 'upload folder exists.');
+ }
+ }
+
+ public function validateInsurerStatement($params)
+ {
+ helper('excel_util_helper');
+ //get file info
+ $file_id = $params['file_id'];
+ $file = $this->insurerStatements->find($file_id);
+ // dd($file);
+ $date = new \DateTime($file['month']);
+
+ $month = $date->format('m');
+ $year = $date->format('Y');
+
+ $error_data = ['error_code' => '', 'error_data' => []];
+ $status = 'success';
+ $ret_status = true;
+ // dd($month.'-'.$year);
+ $return = [];
+ if (!isset($file)) {
+ //file not found in DB
+ return array('status' => false, 'msg' => 'statement file not found in DB');
+ }
+ $file_name_with_path = WRITEPATH . "/uploads/statements/" . $file['file_name'];
+
+ //check physical file
+ if (!file_exists($file_name_with_path)) {
+ //file not found update status and reason
+ $message = "Physcial file not found";
+ // echo $message;
+ $this->myLogger->logme('error', ($message . ' for statement file id ' . $file_id));
+ $this->insurerStatements->where('id', $file_id)->set(['file_status' => 'failed', 'reason' => json_encode(['error_code' => 0, 'error_data' => $message])])->update();
+ return array('status' => false, 'error_code' => 0); //0 - Physcial file not found
+ }
+
+ //get excel data to php array
+ $spreadsheet = \PhpOffice\PhpSpreadsheet\IOFactory::load($file_name_with_path);
+ $sheet = $spreadsheet->getActiveSheet();
+
+ $highestRowAndColumn = $sheet->getHighestRowAndColumn();
+ // dd($highestRowAndColumn);
+ $excel_data = $sheet->rangeToArray('A1:' . $highestRowAndColumn['column'] . $highestRowAndColumn['row']);
+ unset($excel_data[0]);
+ $excel_data = ExcelSanitizeHelper::sanitizeArrayData($excel_data);
+ // Kint::dump($excel_data);die();
+ //get no of line items and update in DB
+ $line_items = 0;
+ // get uploaded month transactions data
+ $source_data = $this->PTCOShareDetailsModel->getNonReconcileredPolicyTransactions(insurer_id: $file['insurer_id'], insurer_branch_id: $file['branch_id']);
+ // var_dump($source_data);die();
+ // Kint::dump($source_data);die();
+
+
+ // check policy no,insurer and etc in DB for this month
+ // if all good return true, otherwise return false with messssage
+ foreach ($excel_data as $excel_key => $excel_row) {
+ $is_row_empty = check_row_is_empty_or_null($excel_row);
+
+ if (!$is_row_empty) {
+
+ // $excel_row = ExcelSanitizeHelper::sanitizeArrayData($excel_row);
+ $is_source_found = 0;
+ // Kint::dump($excel_key,$excel_row[1],$excel_row[2]);
+ // $policy_start_date = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[4]); //policy_start_date from excel
+ // $policy_end_date = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[5]); //policy_end_date from excel
+
+ $policy_no = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[1]); //policy_end_date from excel
+ $policy_no = preg_replace( '/[\x{200B}\x{200C}\x{200D}\x{FEFF}\x{00A0}\x{200E}\x{200F}\x{202A}-\x{202E}]/u', '', $excel_row[1]); //policy_end_date from excel
+
+ // $client_name = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[3]); //clientname from excel
+
+ $endorsement_no = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[2]??''); //policy_end_date from excel
+ $endorsement_no = preg_replace( '/[\x{200B}\x{200C}\x{200D}\x{FEFF}\x{00A0}\x{200E}\x{200F}\x{202A}-\x{202E}]/u', '', $excel_row[2]??''); //policy_end_date from excel
+
+ // Kint::dump($excel_key,$policy_no,$endorsement_no,$policy_start_date,$policy_end_date);//die();
+ foreach ($source_data as $source_key => $source_row) {
+ $source_endorsement_no = $source_row['endorsement_no'] !== null ? $source_row['endorsement_no'] : null;
+ // Kint::dump($source_row, $source_endorsement_no, $policy_no, $endorsement_no);
+
+ // if (($policy_no == $source_row['policy_no']) && $endorsement_no == $source_endorsement_no && change_date_format($policy_start_date, 'd-m-Y', 'Y-m-d') == $source_row['policy_start_date'] && change_date_format($policy_end_date, 'd-m-Y', 'Y-m-d') == $source_row['policy_end_date'] && $client_name == $source_row['client_name'])
+ // {
+ // $is_source_found = 1;
+ // $line_items = $line_items + 1;
+ // unset($source_data[$source_key]);
+ // continue 2;
+ // }
+
+ if (($policy_no == $source_row['policy_no']) && $endorsement_no == $source_endorsement_no)
+ {
+ $is_source_found = 1;
+ $line_items = $line_items + 1;
+ unset($source_data[$source_key]);
+ continue 2;
+ }
+ }
+
+ if ($is_source_found == 0) {
+ // echo $excel_key.'-'.$excel_row[1] . '- not found
';
+ $error_data['error_code'] = 1; //match not found
+ // $error_data['error_data'] = ($error_data['error_data'] ?? []);
+ $error_data['error_data'] = array_merge($error_data['error_data'], [$excel_row[0]]); //match not found
+ }
+ }
+ }
+
+ // dd($error_data);
+
+ if ($error_data['error_code']) {
+ $status = 'failed';
+ $ret_status = false;
+ }
+ //update in DB
+ $this->insurerStatements->where('id', $file_id)->set(['line_items' => $line_items, 'file_status' => $status, 'reason' => json_encode($error_data)])->update();
+ return array('status' => $ret_status, 'error_code' => $error_data['error_code'], 'error_data' => $error_data['error_data']);
+ }
+
+
+ public function updateInsurerStatement($params)
+ {
+ helper('excel_util_helper');
+ //get file info
+ $file_id = $params['file_id'];
+ $file = $this->insurerStatements->find($file_id);
+ // dd($file);
+ $date = new \DateTime($file['month']);
+
+ $month = $date->format('m');
+ $year = $date->format('Y');
+
+ $error_data = ['error_code' => '', 'error_data' => []];
+ $status = 'success';
+ $ret_status = true;
+ // dd($month.'-'.$year);
+ $return = [];
+ if (!isset($file)) {
+ //file not found in DB
+ return array('status' => false, 'msg' => 'statement file not found in DB');
+ }
+ $file_name_with_path = WRITEPATH . "/uploads/statements/" . $file['file_name'];
+
+ //check physical file
+ if (!file_exists($file_name_with_path)) {
+ //file not found update status and reason
+ $message = "Physcial file not found";
+ // echo $message;
+ $this->myLogger->logme('error', ($message . ' for statement file id ' . $file_id));
+ $this->insurerStatements->where('id', $file_id)->set(['file_status' => 'failed', 'reason' => json_encode(['error_code' => 0, 'error_data' => $message])])->update();
+ return array('status' => false, 'error_code' => 0); //0 - Physcial file not found
+ }
+
+ //get excel data to php array
+ $spreadsheet = \PhpOffice\PhpSpreadsheet\IOFactory::load($file_name_with_path);
+ $sheet = $spreadsheet->getActiveSheet();
+
+ $highestRowAndColumn = $sheet->getHighestRowAndColumn();
+ // dd($highestRowAndColumn);
+ $excel_data = $sheet->rangeToArray('A1:' . $highestRowAndColumn['column'] . $highestRowAndColumn['row']);
+ unset($excel_data[0]);
+ $excel_data = ExcelSanitizeHelper::sanitizeArrayData($excel_data);
+ // dd($excel_data);
+ //get no of line items and update in DB
+ $line_items = count($excel_data);
+ // get uploaded month transactions data
+ $source_data = $this->PTCOShareDetailsModel->getNonReconcileredPolicyTransactions(insurer_id: $file['insurer_id'], insurer_branch_id: $file['branch_id']);
+ // Kint::dump($source_data);//die;
+ // Kint::dump($excel_data);
+ // die;
+ // check policy no,insurer and etc in DB for this month
+ // if all good return true, otherwise return false with messssage
+ $data_to_update = [];
+ foreach ($excel_data as $excel_key => $excel_row) {
+ $is_row_empty = check_row_is_empty_or_null($excel_row);
+ if (!$is_row_empty) {
+
+ $is_source_found = 0;
+ // $policy_start_date = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[4]); //policy_start_date from excel
+ // $policy_end_date = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[5]); //policy_end_date from excel
+ $policy_no = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[1]); //policy_end_date from excel
+ $policy_no = preg_replace('/[\x{200C}\x{200B}]/u', '', $excel_row[1]); //
+ // $client_name = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[3]); //clientname from excel
+ $endorsement_no = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[2]); //policy_end_date from excel
+
+ foreach ($source_data as $source_key => $source_row) {
+ // Kint::dump(change_date_format($excel_row[3],'d-m-Y','Y-m-d'));
+ $source_endorsement_no = $source_row['endorsement_no'] !== null ? $source_row['endorsement_no'] : null;
+ // if (($policy_no == $source_row['policy_no']) && $endorsement_no == $source_endorsement_no && change_date_format($policy_start_date, 'd-m-Y', 'Y-m-d') == $source_row['policy_start_date'] && change_date_format($policy_end_date, 'd-m-Y', 'Y-m-d') == $source_row['policy_end_date'] && $client_name == $source_row['client_name']) {
+ if (($policy_no == $source_row['policy_no']) && $endorsement_no == $source_endorsement_no) {
+ $is_source_found = 1;
+
+ //calculate percentage first
+ $total_amt = 0;
+
+ // $actual_bp_per = trim($excel_row[9]); //commented becoz this filed removed tfrom excel file
+ $actual_bp_per = 0; //set default value 0 for maintaining existing code flow
+ $actual_bp_brokerage = trim($excel_row[5]);
+ $actual_bp_amt = trim($excel_row[3]);
+
+ if (($actual_bp_brokerage && $actual_bp_brokerage != 0 && $actual_bp_brokerage != "")) {
+ $total_amt += $actual_bp_brokerage;
+ //percentage reverse calculation
+ if (($actual_bp_per == 0 || $actual_bp_per == 0) && !empty($actual_bp_amt)) {
+ $actual_bp_per = round(($actual_bp_brokerage / $actual_bp_amt) * 100, 2);
+ }
+ } else {
+ $actual_bp_brokerage = $actual_bp_amt * ($actual_bp_per / 100);
+ $total_amt += $actual_bp_brokerage;
+ }
+
+ // $actual_tp_per = trim($excel_row[10]);//commented becoz this filed removed tfrom excel file
+ $actual_tp_per = 0;//set default value 0 for maintaining existing code flow
+ $actual_tp_brokerage = trim($excel_row[6]);
+ $actual_tp_amt = trim($excel_row[4]);
+
+ if ($actual_tp_brokerage && $actual_tp_brokerage != 0 && $actual_tp_brokerage != "") {
+ $total_amt += $actual_tp_brokerage;
+ //percentage reverse calculation
+ if (($actual_tp_per == 0 || $actual_tp_per == "") && !empty($actual_tp_amt)) {
+ $actual_tp_per = ($actual_tp_brokerage / $actual_tp_amt) * 100;
+ }
+ } else {
+ $actual_tp_brokerage = $actual_tp_amt * ($actual_tp_per / 100);
+ $total_amt += $actual_tp_brokerage;
+ }
+
+ // $actual_tep_per = trim($excel_row[11]);
+ // $actual_tep_brokerage = trim($excel_row[14]);
+ // $actual_tep_amt = trim($excel_row[8]);
+
+ $actual_tep_per = 0;
+ $actual_tep_brokerage = 0;
+ $actual_tep_amt = 0;
+
+ if ($actual_tep_brokerage && $actual_tep_brokerage != 0 && $actual_tep_brokerage != "") {
+ $total_amt += $actual_tep_brokerage;
+ //percentage reverse calculation
+ if (($actual_tep_per == 0 || $actual_tep_per == "") && !empty($actual_tep_amt)) {
+ $actual_tep_per = ($actual_tep_brokerage / $actual_tep_amt) * 100;
+ }
+ } else {
+ $actual_tep_brokerage = $actual_tep_amt * ($actual_tep_per / 100);
+ $total_amt += $actual_tep_brokerage;
+ }
+
+ //find variance
+ $variance_amt = $source_row['exp_amt'] - $total_amt;
+
+ $data_to_update[] = ['co_share_id' => $source_row['id'], 'actual_bp_amt' => $actual_bp_amt, 'actual_tp_amt' => $actual_tp_amt, 'actual_tep_amt' => $actual_tep_amt, 'actual_bp_per' => $actual_bp_per, 'actual_tp_per' => $actual_tp_per, 'actual_tep_per' => $actual_tep_per, 'variance' => $variance_amt, 'actual_tep_brokerage_amt' => $actual_tep_brokerage, 'actual_tp_brokerage_amt' => $actual_tp_brokerage, 'actual_bp_brokerage_amt' => $actual_bp_brokerage, 'reward' => trim($excel_row[7]), 'statement_id' => $file_id];
+
+ unset($source_data[$source_key]);
+ continue 2;
+ }
+ }
+ }
+ }
+ // dd($data_to_update);
+ $this->coShareStmtDetailsModel->insertBatch($data_to_update, 'id');
+ // dd($data_to_update);
+ // if($error_data['error_code'])
+ // {
+ // $status = 'failed';
+ // $ret_status = false;
+ // }
+ //update in DB
+ $this->insurerStatements->where('id', $file_id)->set(['file_status' => $status, 'reason' => json_encode($error_data), 'invoice_status' => 'pending'])->update();
+ return array('status' => $ret_status, 'error_code' => $error_data['error_code'], 'error_data' => $error_data['error_data']);
+ }
+
+ public function getInvoicePaymentDetails()
+ {
+ $statement_id = $this->request->getUri()->getSegment(4);
+
+ $inv_details = $this->insurerStatements->find($statement_id);
+ $inv_payment_details = $this->invPaymentDetailsModel
->where('statement_id', $statement_id)
- ->groupBy('statement_id')
+ ->where('is_active', 1)
->get()
->getResultArray();
- // print_r($stmt_level_value);
- if ($stmt_level_value && count($stmt_level_value) && isset($stmt_level_value[0])) {
- $inv_details['invoice_value'] = $stmt_level_value[0]['invoice_value'];
+ if (!$inv_details['invoice_value']) {
+ $stmt_level_value = $this->coShareStmtDetailsModel->select('sum(actual_tep_brokerage_amt) + sum(actual_tp_brokerage_amt) + sum(actual_bp_brokerage_amt) + sum(reward) as invoice_value')
+ ->where('statement_id', $statement_id)
+ ->groupBy('statement_id')
+ ->get()
+ ->getResultArray();
+ // print_r($stmt_level_value);
+ if ($stmt_level_value && count($stmt_level_value) && isset($stmt_level_value[0])) {
+ $inv_details['invoice_value'] = $stmt_level_value[0]['invoice_value'];
+ }
}
- }
- // ~dd($inv_details);
- $data = [
- 'invoice_status' => $inv_details['invoice_status'],
- 'gst_per' => isset($inv_details['gst_per']) ? $inv_details['gst_per'] : 18,
- 'invoice_value' => $inv_details['invoice_value'],
- 'gst_value' => $inv_details['gst_value'],
- 'invoice_no' => $inv_details['invoice_no'],
- 'invoice_amount' => $inv_details['invoice_amount'],
- 'invoice_date' => isset($inv_details['invoice_date']) ? change_date_format($inv_details['invoice_date'], 'Y-m-d', 'd/m/Y') : null
- ];
- $data['payments'] = $inv_payment_details;
- return $this->respond(['dataStatus' => true, 'code' => 200, 'data' => $data], 200);
- }
-
- public function saveInvoicePaymentDetails()
- {
- $jsonData = $this->request->getJSON();
- $jsonData = (array)$jsonData;
- // echo 'Hi';
- // print_r($jsonData);die();
-
- $invoiceStatus = $jsonData['invoice_status'];
- $hiddenStatementId = $jsonData['hidden_statement_id'];
- $invoiceNo = $jsonData['invoice_no'];
- $invoiceDate = change_date_format($jsonData['invoice_date'], 'd/m/Y', 'Y-m-d');
- $invoice_amount = $jsonData['invoice_amount'];
- $invoice_value = $jsonData['invoice_value'];
- $gst_per = $jsonData['invoice_gst_per'];
- $gst_value = $jsonData['invoice_gst'];
-
- //Update statement table
- $parentData = [
- 'invoice_status' => $invoiceStatus,
- 'invoice_no' => $invoiceNo,
- 'invoice_date' => $invoiceDate,
- 'invoice_amount' => $invoice_amount,
- 'gst_per' => $gst_per,
- 'gst_value' => $gst_value,
- 'invoice_value' => $invoice_value,
- 'updated_by' => get_session_userid()
- ];
-
-
-
- $this->insurerStatements->update($hiddenStatementId, $parentData);
-
- // Process child data
- $receivedAmounts = $jsonData['received_amount'];
- $utrNos = $jsonData['utr_no'];
- $tdsTotal = $jsonData['tds'];
- $gstTotal = $jsonData['gst_amount'];
- $paymentDates = $jsonData['payment_date'];
- $pks = $jsonData['pk'];
-
- foreach ($receivedAmounts as $index => $receivedAmount) {
- $pk = $pks[$index]; // Get the pk for the current record
- $utrNo = $utrNos[$index];
- $tds = $tdsTotal[$index];
- $gst = $gstTotal[$index];
- $paymentDate = $paymentDates[$index];
-
- if($utrNo == "" && $tds == "" && $gst == "" && $receivedAmount == "")
- {
- continue;
- }
- // Prepare data for insert/update
- $childData = [
- 'inv_amt' => $receivedAmount,
- 'utr_no' => $utrNo,
- 'tds' => $tds,
- 'gst' => $gst,
- 'received_date' => change_date_format($paymentDate, 'd/m/Y', 'Y-m-d'),
- 'statement_id' => $hiddenStatementId
+ // ~dd($inv_details);
+ $data = [
+ 'invoice_status' => $inv_details['invoice_status'],
+ 'gst_per' => isset($inv_details['gst_per']) ? $inv_details['gst_per'] : 18,
+ 'invoice_value' => $inv_details['invoice_value'],
+ 'gst_value' => $inv_details['gst_value'],
+ 'invoice_no' => $inv_details['invoice_no'],
+ 'invoice_amount' => $inv_details['invoice_amount'],
+ 'invoice_date' => isset($inv_details['invoice_date']) ? change_date_format($inv_details['invoice_date'], 'Y-m-d', 'd/m/Y') : null
];
- if ($pk) {
- $childData['updated_by'] = get_session_userid();
- $childData['id'] = (int)$pk;
- } else {
- $childData['created_by'] = get_session_userid();
- }
- // print_r($childData);
- // Insert or update
- $this->invPaymentDetailsModel->save($childData);
- // print_r($this->invPaymentDetailsModel->errors());
-
+ $data['payments'] = $inv_payment_details;
+ return $this->respond(['dataStatus' => true, 'code' => 200, 'data' => $data], 200);
}
- return $this->respond(['dataStatus' => true, 'code' => 200], 200);
- //return $this->response->setJSON(['dataStatus' => 'true']);
- }
-
- public function deletePaymentEntry()
- {
- $payment_id = $this->request->getUri()->getSegment(4);
- //echo $payment_id;
- $this->invPaymentDetailsModel->update($payment_id, ['is_active' => 0]);
- return $this->respond(['dataStatus' => true, 'code' => 200], 200);
- }
-
- public function downloadSampleInsurerStatement()
- {
-
- $filePath = ROOTPATH . 'public/sample_excel/insurer_stament_sample.xlsx';
- // Check if the file exists
- if (file_exists($filePath)) {
-
- // Set the appropriate MIME type
- $mimeType = mime_content_type($filePath);
-
- // Send the file to the client for download
- return $this->response->download($filePath, null, $mimeType);
- } else {
- // File not found, show an error message or redirect
- echo view('errors/html/production');
- }
- }
-
- public function getFileErr()
- {
- $file_id = $this->request->getUri()->getSegment(4);
- $file = $this->insurerStatements->find($file_id);
- return $this->respond(['dataStatus' => true, 'code' => 200, 'data' => $file['reason']], 200);
- }
-
- public function dmsSearch()
- {
- // echo 'scbsc';die();
- if ($this->request->is('post')) {
- // $jsonData = (array)$this->request->getJSON();
- $customer_id = $this->request->getPost('customer_id');
- $policy_id = $this->request->getPost('policy_id');
- $cus_doc_name = $this->request->getPost('cus_doc_name');
- $policy_doc_name = $this->request->getPost('policy_doc_name');
- $pt_files = [];
- $kyc_files = [];
- $batch_files = [];
- $files = [];
+ public function saveInvoicePaymentDetails()
+ {
+ $jsonData = $this->request->getJSON();
+ $jsonData = (array)$jsonData;
+ // echo 'Hi';
// print_r($jsonData);die();
- if ($policy_id != "") {
- //get policy docs from policy transation related tables
- $pt_files = $this->PTFileModel->getPolicyDriveFilesIndex($policy_id, $policy_doc_name);
- $batch_files = $this->batchFileModel->getBatchFilesDataForDocumentSearch($policy_id, $policy_doc_name);
- $files = $this->filesModel->getFilesDataForDocumentSearch($policy_id, $policy_doc_name);
- // dd($files);
- // dd($this->PTFileModel->getLastQuery());
- // ~dd($pt_files);
- }
- if ($customer_id != "") {
- $kyc_files = $this->clientKYCDocsModel->getClientKYCDriveFilesIndex($customer_id, $cus_doc_name);
- // dd($this->clientKYCDocsModel->getLastQuery());
- // !dd($kyc_files);
+
+ $invoiceStatus = $jsonData['invoice_status'];
+ $hiddenStatementId = $jsonData['hidden_statement_id'];
+ $invoiceNo = $jsonData['invoice_no'];
+ $invoiceDate = change_date_format($jsonData['invoice_date'], 'd/m/Y', 'Y-m-d');
+ $invoice_amount = $jsonData['invoice_amount'];
+ $invoice_value = $jsonData['invoice_value'];
+ $gst_per = $jsonData['invoice_gst_per'];
+ $gst_value = $jsonData['invoice_gst'];
+
+ //Update statement table
+ $parentData = [
+ 'invoice_status' => $invoiceStatus,
+ 'invoice_no' => $invoiceNo,
+ 'invoice_date' => $invoiceDate,
+ 'invoice_amount' => $invoice_amount,
+ 'gst_per' => $gst_per,
+ 'gst_value' => $gst_value,
+ 'invoice_value' => $invoice_value,
+ 'updated_by' => get_session_userid()
+ ];
+
+
+
+ $this->insurerStatements->update($hiddenStatementId, $parentData);
+
+ // Process child data
+ $receivedAmounts = $jsonData['received_amount'];
+ $utrNos = $jsonData['utr_no'];
+ $tdsTotal = $jsonData['tds'];
+ $gstTotal = $jsonData['gst_amount'];
+ $paymentDates = $jsonData['payment_date'];
+ $pks = $jsonData['pk'];
+
+ foreach ($receivedAmounts as $index => $receivedAmount) {
+ $pk = $pks[$index]; // Get the pk for the current record
+ $utrNo = $utrNos[$index];
+ $tds = $tdsTotal[$index];
+ $gst = $gstTotal[$index];
+ $paymentDate = $paymentDates[$index];
+
+ if($utrNo == "" && $tds == "" && $gst == "" && $receivedAmount == "")
+ {
+ continue;
+ }
+ // Prepare data for insert/update
+ $childData = [
+ 'inv_amt' => $receivedAmount,
+ 'utr_no' => $utrNo,
+ 'tds' => $tds,
+ 'gst' => $gst,
+ 'received_date' => change_date_format($paymentDate, 'd/m/Y', 'Y-m-d'),
+ 'statement_id' => $hiddenStatementId
+ ];
+ if ($pk) {
+ $childData['updated_by'] = get_session_userid();
+ $childData['id'] = (int)$pk;
+ } else {
+ $childData['created_by'] = get_session_userid();
+ }
+ // print_r($childData);
+ // Insert or update
+ $this->invPaymentDetailsModel->save($childData);
+ // print_r($this->invPaymentDetailsModel->errors());
+
}
- $data['files'] = array_merge($pt_files, $kyc_files, $batch_files, $files);
- // dd($data['files']);
- }
- $data['tab_name'] = 'Documents Search';
- $data['page_name'] = 'Documents';
-
- $data['customers'] = $this->clientModel->select('id,client_name,short_name as display_value')->where('is_active', 1)->get()->getResultarray();
- $data['policies'] = $this->clientPolicyModel->select("client_policy.id,client_policy.policy_no,policy_type.policy_type,concat(policy_type.policy_type,' - ',client_policy.policy_no) as display_value")
- ->join('policy_type', 'client_policy.policy_type_id = policy_type.id')
- ->where('client_policy.is_active', 1)->get()->getResultarray();
- // dd($data);
- $this->loadLayout('dms_search', $data);
- }
-
- //---------------------------------------------------------------------------------------------------
-
- public function getCoShareStatementDetails($pt_id)
- {
- if (!$pt_id) {
- return $this->respond([
- 'status' => false,
- 'code' => 400,
- 'message' => 'No data found'
- ], 200);
+ return $this->respond(['dataStatus' => true, 'code' => 200], 200);
+ //return $this->response->setJSON(['dataStatus' => 'true']);
}
- // Fetch data from the database
- $data = db_connect()->table("co_share_stmt_details")
- ->select("
- co_share_stmt_details.*,
- insurer_statements.month,
- insurer_statements.invoice_status,
- insurer_statements.invoice_date,
- insurer_statements.invoice_no,
- insurer_statements.invoice_amount,
- insurer_statements.stmt_sno,
- (co_share_stmt_details.actual_bp_amt + co_share_stmt_details.actual_tp_amt + co_share_stmt_details.actual_tep_amt) AS sum_of_actual_amt
- ")
- ->join('insurer_statements', 'co_share_stmt_details.statement_id = insurer_statements.id')
- ->where([
- 'co_share_stmt_details.is_active' => 1,
- 'insurer_statements.is_active' => 1,
- 'co_share_stmt_details.co_share_id' => $pt_id
- ])
- ->get()
- ->getResultArray();
+ public function deletePaymentEntry()
+ {
+ $payment_id = $this->request->getUri()->getSegment(4);
+ //echo $payment_id;
+ $this->invPaymentDetailsModel->update($payment_id, ['is_active' => 0]);
+ return $this->respond(['dataStatus' => true, 'code' => 200], 200);
+ }
- // Check if data exists before formatting
- if ($data) {
+ public function downloadSampleInsurerStatement()
+ {
- foreach ($data as &$row) {
- // Check if invoice_date is not null before formatting
- $row['invoice_date'] = $row['invoice_date'] ? change_date_format($row['invoice_date'], 'Y-m-d', 'd/m/Y') : null;
+ $filePath = ROOTPATH . 'public/sample_excel/insurer_stament_sample.xlsx';
+ // Check if the file exists
+ if (file_exists($filePath)) {
- // Check if month is not null before formatting
- $row['month'] = $row['month'] ? change_date_format($row['month'], 'Y-m-d', 'M-Y') : null;
+ // Set the appropriate MIME type
+ $mimeType = mime_content_type($filePath);
+
+ // Send the file to the client for download
+ return $this->response->download($filePath, null, $mimeType);
+ } else {
+ // File not found, show an error message or redirect
+ echo view('errors/html/production');
+ }
+ }
+
+ public function getFileErr()
+ {
+ $file_id = $this->request->getUri()->getSegment(4);
+ $file = $this->insurerStatements->find($file_id);
+ return $this->respond(['dataStatus' => true, 'code' => 200, 'data' => $file['reason']], 200);
+ }
+
+ public function dmsSearch()
+ {
+ // echo 'scbsc';die();
+ if ($this->request->is('post')) {
+ // $jsonData = (array)$this->request->getJSON();
+ $customer_id = $this->request->getPost('customer_id');
+ $policy_id = $this->request->getPost('policy_id');
+ $cus_doc_name = $this->request->getPost('cus_doc_name');
+ $policy_doc_name = $this->request->getPost('policy_doc_name');
+ $pt_files = [];
+ $kyc_files = [];
+ $batch_files = [];
+ $files = [];
+ // print_r($jsonData);die();
+ if ($policy_id != "") {
+ //get policy docs from policy transation related tables
+ $pt_files = $this->PTFileModel->getPolicyDriveFilesIndex($policy_id, $policy_doc_name);
+ $batch_files = $this->batchFileModel->getBatchFilesDataForDocumentSearch($policy_id, $policy_doc_name);
+ $files = $this->filesModel->getFilesDataForDocumentSearch($policy_id, $policy_doc_name);
+ // dd($files);
+ // dd($this->PTFileModel->getLastQuery());
+ // ~dd($pt_files);
+ }
+ if ($customer_id != "") {
+ $kyc_files = $this->clientKYCDocsModel->getClientKYCDriveFilesIndex($customer_id, $cus_doc_name);
+ // dd($this->clientKYCDocsModel->getLastQuery());
+ // !dd($kyc_files);
+ }
+
+ $data['files'] = array_merge($pt_files, $kyc_files, $batch_files, $files);
+ // dd($data['files']);
+ }
+ $data['tab_name'] = 'Documents Search';
+ $data['page_name'] = 'Documents';
+
+ $data['customers'] = $this->clientModel->select('id,client_name,short_name as display_value')->where('is_active', 1)->get()->getResultarray();
+ $data['policies'] = $this->clientPolicyModel->select("client_policy.id,client_policy.policy_no,policy_type.policy_type,concat(policy_type.policy_type,' - ',client_policy.policy_no) as display_value")
+ ->join('policy_type', 'client_policy.policy_type_id = policy_type.id')
+ ->where('client_policy.is_active', 1)->get()->getResultarray();
+ // dd($data);
+ $this->loadLayout('dms_search', $data);
+ }
+
+ //---------------------------------------------------------------------------------------------------
+
+ public function getCoShareStatementDetails($pt_id)
+ {
+ if (!$pt_id) {
+ return $this->respond([
+ 'status' => false,
+ 'code' => 400,
+ 'message' => 'No data found'
+ ], 200);
}
- return $this->respond([
- 'status' => true,
- 'code' => 200,
- 'data' => $data
- ], 200);
- } else {
- return $this->respond([
- 'status' => false,
- 'code' => 400,
- 'message' => 'No data found'
- ], 200);
- }
- }
+ // Fetch data from the database
+ $data = db_connect()->table("co_share_stmt_details")
+ ->select("
+ co_share_stmt_details.*,
+ insurer_statements.month,
+ insurer_statements.invoice_status,
+ insurer_statements.invoice_date,
+ insurer_statements.invoice_no,
+ insurer_statements.invoice_amount,
+ insurer_statements.stmt_sno,
+ (co_share_stmt_details.actual_bp_amt + co_share_stmt_details.actual_tp_amt + co_share_stmt_details.actual_tep_amt) AS sum_of_actual_amt
+ ")
+ ->join('insurer_statements', 'co_share_stmt_details.statement_id = insurer_statements.id')
+ ->where([
+ 'co_share_stmt_details.is_active' => 1,
+ 'insurer_statements.is_active' => 1,
+ 'co_share_stmt_details.co_share_id' => $pt_id
+ ])
+ ->get()
+ ->getResultArray();
- public function getClientPolicyDataBasedOnClientAndInsuer()
- {
+ // Check if data exists before formatting
+ if ($data) {
- $client_id = $this->request->getGet('client_id') ?? 0;
- $client_branch_id = $this->request->getGet('client_branch_id') ?? 0;
- $insurer_id = $this->request->getGet('insurer_id') ?? 0;
- $insurer_branch_id = $this->request->getGet('insurer_branch_id') ?? 0;
- $policy_type_id = $this->request->getGet('policy_type_id') ?? 0;
+ foreach ($data as &$row) {
+ // Check if invoice_date is not null before formatting
+ $row['invoice_date'] = $row['invoice_date'] ? change_date_format($row['invoice_date'], 'Y-m-d', 'd/m/Y') : null;
- $builder = db_connect()->table("client_policy")
- ->select("
- client_policy.*,
- policy_type.policy_type,
- ")
- ->join('policy_type', 'client_policy.policy_type_id = policy_type.id')
- ->where([
- 'client_policy.is_active' => 1,
- ]);
+ // Check if month is not null before formatting
+ $row['month'] = $row['month'] ? change_date_format($row['month'], 'Y-m-d', 'M-Y') : null;
+ }
- if (!empty($client_id)) {
- $builder->where('client_policy.client_id', $client_id);
- }
- if (!empty($client_branch_id)) {
- $builder->where('client_policy.client_branch_id', $client_branch_id);
- }
- if (!empty($insurer_id)) {
- $builder->where('client_policy.insurer_id', $insurer_id);
- }
- if (!empty($insurer_branch_id)) {
- $builder->where('client_policy.insurer_branch_id', $insurer_branch_id);
- }
- if (!empty($policy_type_id)) {
- $builder->where('client_policy.policy_type_id', $policy_type_id);
+ return $this->respond([
+ 'status' => true,
+ 'code' => 200,
+ 'data' => $data
+ ], 200);
+ } else {
+ return $this->respond([
+ 'status' => false,
+ 'code' => 400,
+ 'message' => 'No data found'
+ ], 200);
+ }
}
- $result = $builder->get()->getResultArray();
+ public function getClientPolicyDataBasedOnClientAndInsuer()
+ {
- if ($result) {
- return $this->respond(['status' => true, 'code' => 200, 'data' => $result, 'getData' => $this->request->getGet()], 200);
- } else {
- return $this->respond(['status' => false, 'code' => 400, 'message' => 'No data found'], 200);
- }
- }
+ $client_id = $this->request->getGet('client_id') ?? 0;
+ $client_branch_id = $this->request->getGet('client_branch_id') ?? 0;
+ $insurer_id = $this->request->getGet('insurer_id') ?? 0;
+ $insurer_branch_id = $this->request->getGet('insurer_branch_id') ?? 0;
+ $policy_type_id = $this->request->getGet('policy_type_id') ?? 0;
- public function checkCDAmountForBasePremium()
- {
- $base_premium = $this->request->getGet('base_premium') ?? 0;
- $cd_ac_no = $this->request->getGet('cd_ac_no') ?? 0;
+ $builder = db_connect()->table("client_policy")
+ ->select("
+ client_policy.*,
+ policy_type.policy_type,
+ ")
+ ->join('policy_type', 'client_policy.policy_type_id = policy_type.id')
+ ->where([
+ 'client_policy.is_active' => 1,
+ ]);
- // Validate inputs
- if (empty($cd_ac_no)) {
- return $this->respond(['status' => false, 'code' => 400, 'message' => 'CD Account Number is required'], 200);
+ if (!empty($client_id)) {
+ $builder->where('client_policy.client_id', $client_id);
+ }
+ if (!empty($client_branch_id)) {
+ $builder->where('client_policy.client_branch_id', $client_branch_id);
+ }
+ if (!empty($insurer_id)) {
+ $builder->where('client_policy.insurer_id', $insurer_id);
+ }
+ if (!empty($insurer_branch_id)) {
+ $builder->where('client_policy.insurer_branch_id', $insurer_branch_id);
+ }
+ if (!empty($policy_type_id)) {
+ $builder->where('client_policy.policy_type_id', $policy_type_id);
+ }
+
+ $result = $builder->get()->getResultArray();
+
+ if ($result) {
+ return $this->respond(['status' => true, 'code' => 200, 'data' => $result, 'getData' => $this->request->getGet()], 200);
+ } else {
+ return $this->respond(['status' => false, 'code' => 400, 'message' => 'No data found'], 200);
+ }
}
- // Build query
- $db = db_connect();
- $builder = $db->table("cash_deposit")
- ->where('cd_ac_pk', $cd_ac_no)
- ->where('is_active', 1)
- ->orderBy('id', 'desc')
- ->limit(1);
+ public function checkCDAmountForBasePremium()
+ {
+ $base_premium = $this->request->getGet('base_premium') ?? 0;
+ $cd_ac_no = $this->request->getGet('cd_ac_no') ?? 0;
- $result = $builder->get()->getRowArray();
+ // Validate inputs
+ if (empty($cd_ac_no)) {
+ return $this->respond(['status' => false, 'code' => 400, 'message' => 'CD Account Number is required'], 200);
+ }
- if ($result) {
- // Check if base premium exceeds balance
- $base_premium_greater_than_balance = $base_premium > $result['balance'];
+ // Build query
+ $db = db_connect();
+ $builder = $db->table("cash_deposit")
+ ->where('cd_ac_pk', $cd_ac_no)
+ ->where('is_active', 1)
+ ->orderBy('id', 'desc')
+ ->limit(1);
- return $this->respond([
- 'status' => true,
- 'code' => 200,
- 'data' => $result,
- 'base_premium' => $base_premium,
- 'cd_ac_no' => $cd_ac_no,
- 'base_premium_greater_than_balance' => $base_premium_greater_than_balance,
- ], 200);
+ $result = $builder->get()->getRowArray();
+
+ if ($result) {
+ // Check if base premium exceeds balance
+ $base_premium_greater_than_balance = $base_premium > $result['balance'];
+
+ return $this->respond([
+ 'status' => true,
+ 'code' => 200,
+ 'data' => $result,
+ 'base_premium' => $base_premium,
+ 'cd_ac_no' => $cd_ac_no,
+ 'base_premium_greater_than_balance' => $base_premium_greater_than_balance,
+ ], 200);
+ }
+
+ return $this->respond(['status' => false, 'code' => 400, 'message' => 'No data found for this CD'], 200);
}
- return $this->respond(['status' => false, 'code' => 400, 'message' => 'No data found for this CD'], 200);
- }
+ public function getInsurerStatementMonth()
+ {
+ $insurer_id = $this->request->getGet('insurer_id');
+ $month = $this->request->getGet('month');
+ // echo $month;
+ $insurer_branch_id = explode('-', $insurer_id)[1];
+ $insurer_id = explode('-', $insurer_id)[0];
+ $month = $month . '-01';
+ $month = change_date_format($month, 'Y-M-d', 'Y-m-d');
+ // echo $month;
- public function getInsurerStatementMonth()
- {
- $insurer_id = $this->request->getGet('insurer_id');
- $month = $this->request->getGet('month');
- // echo $month;
- $insurer_branch_id = explode('-', $insurer_id)[1];
- $insurer_id = explode('-', $insurer_id)[0];
- $month = $month . '-01';
- $month = change_date_format($month, 'Y-M-d', 'Y-m-d');
- // echo $month;
+ $res_data = $this->insurerStatements
+ ->where('insurer_id', $insurer_id)
+ ->where('branch_id', $insurer_branch_id)
+ ->where('month', $month)
+ ->where('is_active', 1)
+ ->where('file_status', 'success')
+ ->findAll();
- $res_data = $this->insurerStatements
- ->where('insurer_id', $insurer_id)
- ->where('branch_id', $insurer_branch_id)
- ->where('month', $month)
- ->where('is_active', 1)
- ->where('file_status', 'success')
- ->findAll();
+ return $this->respond(['dataStatus' => true, 'code' => 200, 'data' => $res_data], 200);
+ }
- return $this->respond(['dataStatus' => true, 'code' => 200, 'data' => $res_data], 200);
- }
+ public function deleteStatement($id)
+ {
+ // echo $id;die();
+ $this->coShareStmtDetailsModel->where('statement_id', $id)
+ ->set(['is_active' => 0])
+ ->update();
+ $this->invPaymentDetailsModel->where('statement_id', $id)
+ ->set(['is_active' => 0])
+ ->update();
+ $this->insurerStatements->where('id', $id)
+ ->set(['is_active' => 0])
+ ->update();
+ return $this->respond(['dataStatus' => true, 'code' => 200], 200);
+ }
- public function deleteStatement($id)
- {
- // echo $id;die();
- $this->coShareStmtDetailsModel->where('statement_id', $id)
- ->set(['is_active' => 0])
- ->update();
- $this->invPaymentDetailsModel->where('statement_id', $id)
- ->set(['is_active' => 0])
- ->update();
- $this->insurerStatements->where('id', $id)
- ->set(['is_active' => 0])
- ->update();
- return $this->respond(['dataStatus' => true, 'code' => 200], 200);
- }
+ public function sendInstallmentRemainderMail()
+ {
- public function sendInstallmentRemainderMail()
- {
-
- $this->myLogger->logme("error", "Cron Job For Send Installment Remainder Mail Started");
-
- try {
+ $this->myLogger->logme("error", "Cron Job For Send Installment Remainder Mail Started");
try {
- $bdsInstallmentData = $this->BdsPlacementModel->getClientInstallmentDetails();
+ try {
+
+ $bdsInstallmentData = $this->BdsPlacementModel->getClientInstallmentDetails();
+ } catch (Exception $e) {
+
+ $this->myLogger->logme('error', 'Exception: ' . $e->getMessage() . 'Page: ' . $e->getFile() . ' Line: ' . $e->getLine());
+ }
+ $this->myLogger->logme("error", "Data for BDS Installment " . json_encode($bdsInstallmentData));
+ // dd($bdsInstallmentData);
+
+ if (empty($bdsInstallmentData)) {
+
+ $this->myLogger->logme("error", "No Client Installment is Due in the 15th Day");
+
+ return false;
+ }
+
+ foreach ($bdsInstallmentData as $installmentData) {
+
+ $mailData = $this->PrepareBDSMailData($installmentData);
+ $to_mail = $mailData['to_mail'];
+ $message = $mailData['message'];
+ $subject = $mailData['subject'];
+
+ $this->myLogger->logme("error", "Installment Pending for" . $subject);
+
+ $common = ['mail_type' => 'installment_amount_due_remainder_mail'];
+
+ $res = MailHelper::send_email(['mail' => $to_mail, 'subject' => $subject, 'message' => $message, 'common' => $common]);
+
+ $res = json_decode($res);
+ $this->myLogger->logme('error', 'res: ' . json_encode($res));
+
+ if ($res->status == 'success') {
+ return true;
+ } else {
+ return false;
+ }
+ }
} catch (Exception $e) {
$this->myLogger->logme('error', 'Exception: ' . $e->getMessage() . 'Page: ' . $e->getFile() . ' Line: ' . $e->getLine());
}
- $this->myLogger->logme("error", "Data for BDS Installment " . json_encode($bdsInstallmentData));
- // dd($bdsInstallmentData);
+ }
- if (empty($bdsInstallmentData)) {
+ protected function PrepareBDSMailData($data)
+ {
- $this->myLogger->logme("error", "No Client Installment is Due in the 15th Day");
+ try {
- return false;
+ $installment_amount = $data['installment_amount'];
+ $payment_date = date('d-m-Y', strtotime($data['payment_date']));
+ $client = $data['client_name'];
+ $branch = $data['branch_name'];
+ $sales_person_mail = $data['sales_person'];
+ $heads = $data['heads'];
+ $admins = $data['admins'];
+ $buisness_team = $data['buisness_team'];
+ $policy_no = $data['policy_no'];
+ $client_short_name = isset($data['short_name']) && $data['short_name'] != null ? $data['short_name'] : $data['client_name'];
+
+ $subject = "Installment Amount Due For Client - {$client_short_name} - Policy NO({$policy_no}) is Due On - {$payment_date}";
+
+ $message = "Policy Installment for Client - {$client}, Branch - {$branch} is Due on {$payment_date}
+ with amount of {$installment_amount}.
+ Policy No : {$policy_no}";
+
+
+ $to_mail = array_merge(
+ array_column($heads, 'email'),
+ array_column($admins, 'email'),
+ array_column($buisness_team, 'email'),
+ [$sales_person_mail]
+ );
+
+ $to_mail = array_unique($to_mail);
+
+ $this->myLogger->logme("error", "Selected To Address : " . json_encode($to_mail));
+
+ // dd($to_mail);
+ return [
+ 'to_mail' => $to_mail,
+ 'message' => $message,
+ 'subject' => $subject
+ ];
+ } catch (Exception $e) {
+
+ $this->myLogger->logme('error', 'Exception: ' . $e->getMessage() . 'Page: ' . $e->getFile() . ' Line: ' . $e->getLine());
+ }
+ }
+
+ public function getMoreInfo()
+ {
+
+ $pt_id = $this->request->getPost("pt_id");
+ $data_to_send['bds_data'] = $this->BdsPlacementModel->where("is_active", 1)->where("pt_id", $pt_id)->findAll();
+
+ foreach ($data_to_send['bds_data'] as &$data) {
+
+ $data['payment_date'] = (new \DateTime($data['payment_date']))->format('d-m-Y');
}
- foreach ($bdsInstallmentData as $installmentData) {
+ if (!empty($data_to_send)) {
- $mailData = $this->PrepareBDSMailData($installmentData);
- $to_mail = $mailData['to_mail'];
- $message = $mailData['message'];
- $subject = $mailData['subject'];
+ return $this->respond(['status' => true, "data" => $data_to_send], 200);
+ } else {
- $this->myLogger->logme("error", "Installment Pending for" . $subject);
+ return $this->respond(['status' => false, "No Data Found For the Policy Transaction"], 404);
+ }
+ }
- $common = ['mail_type' => 'installment_amount_due_remainder_mail'];
+ public function saveInstallment()
+ {
- $res = MailHelper::send_email(['mail' => $to_mail, 'subject' => $subject, 'message' => $message, 'common' => $common]);
+ $installments = $this->request->getPost('installments');
- $res = json_decode($res);
- $this->myLogger->logme('error', 'res: ' . json_encode($res));
+ if (!$installments || !is_array($installments)) {
+ return $this->respond(['status' => false, 'message' => 'No data received'], 400);
+ }
- if ($res->status == 'success') {
- return true;
- } else {
- return false;
+ $this->myLogger->logme("error", json_encode($installments));
+ // die();
+
+ foreach ($installments as &$row) {
+ // Convert date from d-m-Y to Y-m-d
+ if (!empty($row['payment_date'])) {
+ $date = \DateTime::createFromFormat('d-m-Y', $row['payment_date']);
+ if ($date) {
+ $row['payment_date'] = $date->format('Y-m-d');
+ }
}
+ $this->BdsPlacementModel->save($row);
}
- } catch (Exception $e) {
- $this->myLogger->logme('error', 'Exception: ' . $e->getMessage() . 'Page: ' . $e->getFile() . ' Line: ' . $e->getLine());
- }
- }
-
- protected function PrepareBDSMailData($data)
- {
-
- try {
-
- $installment_amount = $data['installment_amount'];
- $payment_date = date('d-m-Y', strtotime($data['payment_date']));
- $client = $data['client_name'];
- $branch = $data['branch_name'];
- $sales_person_mail = $data['sales_person'];
- $heads = $data['heads'];
- $admins = $data['admins'];
- $buisness_team = $data['buisness_team'];
- $policy_no = $data['policy_no'];
- $client_short_name = isset($data['short_name']) && $data['short_name'] != null ? $data['short_name'] : $data['client_name'];
-
- $subject = "Installment Amount Due For Client - {$client_short_name} - Policy NO({$policy_no}) is Due On - {$payment_date}";
-
- $message = "Policy Installment for Client - {$client}, Branch - {$branch} is Due on {$payment_date}
- with amount of {$installment_amount}.
- Policy No : {$policy_no}";
-
-
- $to_mail = array_merge(
- array_column($heads, 'email'),
- array_column($admins, 'email'),
- array_column($buisness_team, 'email'),
- [$sales_person_mail]
- );
-
- $to_mail = array_unique($to_mail);
-
- $this->myLogger->logme("error", "Selected To Address : " . json_encode($to_mail));
-
- // dd($to_mail);
- return [
- 'to_mail' => $to_mail,
- 'message' => $message,
- 'subject' => $subject
- ];
- } catch (Exception $e) {
-
- $this->myLogger->logme('error', 'Exception: ' . $e->getMessage() . 'Page: ' . $e->getFile() . ' Line: ' . $e->getLine());
- }
- }
-
- public function getMoreInfo()
- {
-
- $pt_id = $this->request->getPost("pt_id");
- $data_to_send['bds_data'] = $this->BdsPlacementModel->where("is_active", 1)->where("pt_id", $pt_id)->findAll();
-
- foreach ($data_to_send['bds_data'] as &$data) {
-
- $data['payment_date'] = (new \DateTime($data['payment_date']))->format('d-m-Y');
+ return $this->respond(['status' => true, 'message' => 'Data saved successfully'], 200);
}
- if (!empty($data_to_send)) {
+ protected function getPolicyForEndorsment()
+ {
- return $this->respond(['status' => true, "data" => $data_to_send], 200);
- } else {
-
- return $this->respond(['status' => false, "No Data Found For the Policy Transaction"], 404);
- }
- }
-
- public function saveInstallment()
- {
-
- $installments = $this->request->getPost('installments');
-
- if (!$installments || !is_array($installments)) {
- return $this->respond(['status' => false, 'message' => 'No data received'], 400);
- }
-
- $this->myLogger->logme("error", json_encode($installments));
- // die();
-
- foreach ($installments as &$row) {
- // Convert date from d-m-Y to Y-m-d
- if (!empty($row['payment_date'])) {
- $date = \DateTime::createFromFormat('d-m-Y', $row['payment_date']);
- if ($date) {
- $row['payment_date'] = $date->format('Y-m-d');
- }
- }
- $this->BdsPlacementModel->save($row);
- }
-
- return $this->respond(['status' => true, 'message' => 'Data saved successfully'], 200);
- }
-
- protected function getPolicyForEndorsment()
- {
-
- $policyList = [];
- $policyListByClient = [];
+ $policyList = [];
+ $policyListByClient = [];
- $clients = $this->clientModel
- ->select("*, DATE_FORMAT(dob, '%d-%m-%Y') as dob")
- ->where('is_active', 1)
+ $clients = $this->clientModel
+ ->select("*, DATE_FORMAT(dob, '%d-%m-%Y') as dob")
+ ->where('is_active', 1)
+ ->findAll();
+
+ $clientIds = array_column($clients, 'id');
+
+ // $policies = $this->clientPolicyModel
+ // ->select("
+ // client_policy.*,
+ // policy_type.policy_type,
+ // policy_type.ebp,
+ // policy_type.etp,
+ // policy_type.iep,
+ // policy_type.itp,
+ // policy_type.bap,
+ // policy_type.allocg,
+ // DATE_FORMAT(client_policy.policy_start_date, '%d/%m/%Y') as policy_start_date,
+ // DATE_FORMAT(client_policy.policy_end_date, '%d/%m/%Y') as policy_end_date
+ // ")
+ // ->join('policy_type', 'policy_type.id = client_policy.policy_type_id')
+ // ->join('policy_transaction pt', 'pt.client_policy_id = client_policy.id and pt.action_type = "inception" and pt.is_active = 1 and pt.client_policy_id is not null')
+ // ->whereIn('client_policy.client_id', $clientIds)
+ // ->where('client_policy.is_active', 1)
+ // ->findAll();
+
+ $policies = $this->policyTransactionModel
+ ->select("
+ policy_transaction.*,
+ policy_type.policy_type,
+ policy_type.ebp,
+ policy_type.etp,
+ policy_type.iep,
+ policy_type.itp,
+ policy_type.bap,
+ policy_type.allocg,
+ DATE_FORMAT(policy_transaction.policy_start_date, '%d/%m/%Y') as policy_start_date,
+ DATE_FORMAT(policy_transaction.policy_end_date, '%d/%m/%Y') as policy_end_date
+ ")
+ ->join('policy_type', 'policy_type.id = policy_transaction.policy_type_id')
+ ->whereIn('policy_transaction.client_id', $clientIds)
+ ->where('policy_transaction.is_active', 1)
+ ->where('policy_transaction.action_type', "inception")
->findAll();
- $clientIds = array_column($clients, 'id');
+ foreach ($policies as $policy) {
+ $policyList[$policy['client_branch_id']][] = $policy;
+ $policyListByClient[$policy['client_id']][] = $policy;
+ if (isset($policyCount[$policy['client_id']])) {
+ $policyCount[$policy['client_id']]++;
+ } else {
+ $policyCount[$policy['client_id']] = 1;
+ }
+ }
- // $policies = $this->clientPolicyModel
- // ->select("
- // client_policy.*,
- // policy_type.policy_type,
- // policy_type.ebp,
- // policy_type.etp,
- // policy_type.iep,
- // policy_type.itp,
- // policy_type.bap,
- // policy_type.allocg,
- // DATE_FORMAT(client_policy.policy_start_date, '%d/%m/%Y') as policy_start_date,
- // DATE_FORMAT(client_policy.policy_end_date, '%d/%m/%Y') as policy_end_date
- // ")
- // ->join('policy_type', 'policy_type.id = client_policy.policy_type_id')
- // ->join('policy_transaction pt', 'pt.client_policy_id = client_policy.id and pt.action_type = "inception" and pt.is_active = 1 and pt.client_policy_id is not null')
- // ->whereIn('client_policy.client_id', $clientIds)
- // ->where('client_policy.is_active', 1)
- // ->findAll();
+ return [$policyList, $policyListByClient];
+ }
- $policies = $this->policyTransactionModel
- ->select("
- policy_transaction.*,
- policy_type.policy_type,
- policy_type.ebp,
- policy_type.etp,
- policy_type.iep,
- policy_type.itp,
- policy_type.bap,
- policy_type.allocg,
- DATE_FORMAT(policy_transaction.policy_start_date, '%d/%m/%Y') as policy_start_date,
- DATE_FORMAT(policy_transaction.policy_end_date, '%d/%m/%Y') as policy_end_date
- ")
- ->join('policy_type', 'policy_type.id = policy_transaction.policy_type_id')
- ->whereIn('policy_transaction.client_id', $clientIds)
- ->where('policy_transaction.is_active', 1)
- ->where('policy_transaction.action_type', "inception")
- ->findAll();
- foreach ($policies as $policy) {
- $policyList[$policy['client_branch_id']][] = $policy;
- $policyListByClient[$policy['client_id']][] = $policy;
- if (isset($policyCount[$policy['client_id']])) {
- $policyCount[$policy['client_id']]++;
- } else {
- $policyCount[$policy['client_id']] = 1;
+ public function reportBDSNew()
+ {
+ // 🧭 Basic Page Info
+ $data['tab_name'] = 'BDS Report';
+ $data['page_name'] = 'BDS Report';
+
+ // 📋 Dropdown Data
+ $data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
+ $data['client_type'] = [1 => 'Group', 2 => 'Individual'];
+ $data['issuing_type'] = [1 => 'Fresh', 2 => 'Renewal', 3 => 'Roll Over'];
+ $data['policy_status'] = [
+ 'pending' => 'Pending',
+ 'exported_to_insurer' => 'Exported to Insurer',
+ 'imported_from_insurer'=> 'Imported from Insurer',
+ 'exported_to_tpa' => 'Exported to TPA',
+ 'imported_from_tpa' => 'Imported from TPA',
+ 'completed' => 'Completed'
+ ];
+ $data['invoice_status_array'] = [
+ 'yet_to_generate' => 'Yet to Generate',
+ 'generated' => 'Generated',
+ 'send' => 'Send',
+ 'recived' => 'Recived',
+ ];
+ $data['date_type'] = [
+ 'policy_issue_date' => 'Policy Issue Date',
+ 'policy_start_date' => 'Policy Start Date',
+ 'policy_end_date' => 'Policy End Date',
+ 'data_received_date' => 'Data Received Date',
+ 'closure_date' => 'Closure Date',
+ 'statement_month' => 'Statement Month',
+ ];
+
+ // 🏢 Fetch Active Data
+ $data['insurer'] = $this->insurerModel->where('is_active', 1)->findAll();
+ $data['policy_types'] = $this->policyTypeModel->where('is_active', 1)->findAll();
+ $data['clients'] = $this->clientModel->where('is_active', 1)->findAll();
+ $data['users'] = $this->userModel->where('is_active', 1)->findAll();
+ $data['policy_count'] = $this->policyTransactionModel->where('is_active', 1)->countAllResults();
+
+ // 🕐 Filters
+ $start_date = $this->request->getGet('start_date');
+ $end_date = $this->request->getGet('end_date');
+ $client_id = $this->request->getGet('client_id');
+ $insurer_id = $this->request->getGet('insurer_id');
+ $policy_type_id = $this->request->getGet('policy_type_id');
+ $date_type = $this->request->getGet('date_type');
+ $issuer = $this->request->getGet('issuer');
+ $client_branch_id = $this->request->getGet('client_branch_id');
+ $insurer_branch_id = $this->request->getGet('insurer_branch_id');
+ $client_policy_id = $this->request->getGet('client_policy_id');
+ $user_id = $this->request->getGet('user_id');
+
+ // Handle statement month range
+ if ($date_type == 'statement_month') {
+ $start_date = (string) date('Y-m-01', strtotime($start_date));
+ $end_date = (string) date('Y-m-31', strtotime($end_date));
+ }
+
+ // Ensure default values
+ $start_date = $start_date ?: 0;
+ $end_date = $end_date ?: 0;
+ $client_id = $client_id ?: 0;
+ $insurer_id = $insurer_id ?: 0;
+ $policy_type_id = $policy_type_id ?: 0;
+ $date_type = $date_type ?: 0;
+ $issuer = $issuer ?: 0;
+ $client_branch_id = $client_branch_id ?: 0;
+ $insurer_branch_id = $insurer_branch_id ?: 0;
+ $client_policy_id = $client_policy_id ?: 0;
+ $user_id = $user_id ?: 0;
+
+ // 🧾 Handle POST requests (Dashboard filters)
+ if ($this->request->is('post')) {
+ $isFromDashboard = $this->request->getPost('is_dashboard');
+
+ if (!empty($isFromDashboard) && $isFromDashboard == 1) {
+ $ids = array_filter(explode(',', $this->request->getPost('ids')));
+
+ if (!empty($ids)) {
+ $idsStr = implode(',', array_map('intval', $ids)); // sanitize IDs
+ $where = "policy_transaction.id IN ($idsStr)";
+ } else {
+ $where = []; // No valid IDs
+ }
}
}
- return [$policyList, $policyListByClient];
+ // 📊 Fetch report data
+ $data['report_list'] = $this->policyTransactionModel->reportBDSNew(
+ $start_date,
+ $end_date,
+ $client_id,
+ $insurer_id,
+ $policy_type_id,
+ $date_type,
+ $issuer,
+ $client_branch_id,
+ $insurer_branch_id,
+ $client_policy_id,
+ $user_id,
+ $where ?? ''
+ );
+
+ // 🧩 Load View
+ $this->loadLayout('report_bds_filter', $data);
}
-public function reportBDSNew()
-{
- // 🧭 Basic Page Info
- $data['tab_name'] = 'BDS Report';
- $data['page_name'] = 'BDS Report';
- // 📋 Dropdown Data
- $data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
- $data['client_type'] = [1 => 'Group', 2 => 'Individual'];
- $data['issuing_type'] = [1 => 'Fresh', 2 => 'Renewal', 3 => 'Roll Over'];
- $data['policy_status'] = [
- 'pending' => 'Pending',
- 'exported_to_insurer' => 'Exported to Insurer',
- 'imported_from_insurer'=> 'Imported from Insurer',
- 'exported_to_tpa' => 'Exported to TPA',
- 'imported_from_tpa' => 'Imported from TPA',
- 'completed' => 'Completed'
- ];
- $data['invoice_status_array'] = [
- 'yet_to_generate' => 'Yet to Generate',
- 'generated' => 'Generated',
- 'send' => 'Send',
- 'recived' => 'Recived',
- ];
- $data['date_type'] = [
- 'policy_issue_date' => 'Policy Issue Date',
- 'policy_start_date' => 'Policy Start Date',
- 'policy_end_date' => 'Policy End Date',
- 'data_received_date' => 'Data Received Date',
- 'closure_date' => 'Closure Date',
- 'statement_month' => 'Statement Month',
- ];
-
- // 🏢 Fetch Active Data
- $data['insurer'] = $this->insurerModel->where('is_active', 1)->findAll();
- $data['policy_types'] = $this->policyTypeModel->where('is_active', 1)->findAll();
- $data['clients'] = $this->clientModel->where('is_active', 1)->findAll();
- $data['users'] = $this->userModel->where('is_active', 1)->findAll();
- $data['policy_count'] = $this->policyTransactionModel->where('is_active', 1)->countAllResults();
-
- // 🕐 Filters
- $start_date = $this->request->getGet('start_date');
- $end_date = $this->request->getGet('end_date');
- $client_id = $this->request->getGet('client_id');
- $insurer_id = $this->request->getGet('insurer_id');
- $policy_type_id = $this->request->getGet('policy_type_id');
- $date_type = $this->request->getGet('date_type');
- $issuer = $this->request->getGet('issuer');
- $client_branch_id = $this->request->getGet('client_branch_id');
- $insurer_branch_id = $this->request->getGet('insurer_branch_id');
- $client_policy_id = $this->request->getGet('client_policy_id');
- $user_id = $this->request->getGet('user_id');
-
- // Handle statement month range
- if ($date_type == 'statement_month') {
- $start_date = (string) date('Y-m-01', strtotime($start_date));
- $end_date = (string) date('Y-m-31', strtotime($end_date));
}
-
- // Ensure default values
- $start_date = $start_date ?: 0;
- $end_date = $end_date ?: 0;
- $client_id = $client_id ?: 0;
- $insurer_id = $insurer_id ?: 0;
- $policy_type_id = $policy_type_id ?: 0;
- $date_type = $date_type ?: 0;
- $issuer = $issuer ?: 0;
- $client_branch_id = $client_branch_id ?: 0;
- $insurer_branch_id = $insurer_branch_id ?: 0;
- $client_policy_id = $client_policy_id ?: 0;
- $user_id = $user_id ?: 0;
-
- // 🧾 Handle POST requests (Dashboard filters)
- if ($this->request->is('post')) {
- $isFromDashboard = $this->request->getPost('is_dashboard');
-
- if (!empty($isFromDashboard) && $isFromDashboard == 1) {
- $ids = array_filter(explode(',', $this->request->getPost('ids')));
-
- if (!empty($ids)) {
- $idsStr = implode(',', array_map('intval', $ids)); // sanitize IDs
- $where = "policy_transaction.id IN ($idsStr)";
- } else {
- $where = []; // No valid IDs
- }
- }
- }
-
- // 📊 Fetch report data
- $data['report_list'] = $this->policyTransactionModel->reportBDSNew(
- $start_date,
- $end_date,
- $client_id,
- $insurer_id,
- $policy_type_id,
- $date_type,
- $issuer,
- $client_branch_id,
- $insurer_branch_id,
- $client_policy_id,
- $user_id,
- $where ?? ''
- );
-
- // 🧩 Load View
- $this->loadLayout('report_bds_filter', $data);
-}
-
-
-
-}
diff --git a/app/Controllers/TestingController.php b/app/Controllers/TestingController.php
index a7cdddd1..98257f4e 100644
--- a/app/Controllers/TestingController.php
+++ b/app/Controllers/TestingController.php
@@ -362,18 +362,18 @@ class TestingController extends BaseController
$pre_clients_list = $this->getNonDuplicatePreClients();
- $log_post_clients_list = $post_clients_list ;
+ $log_post_clients_list = $post_clients_list;
- $log_pre_clients_list = $pre_clients_list ;
+ $log_pre_clients_list = $pre_clients_list;
log_message('error', 'Post Clients to be processed: ' . count($log_post_clients_list));
log_message('error', 'Pre Clients to be processed: ' . count($log_pre_clients_list));
- $matched_Count = 0 ;
+ $matched_Count = 0;
$expected_match_count = min(count($post_clients_list), count($pre_clients_list));
-
+
if (
!empty($pre_clients_list) &&
@@ -444,31 +444,27 @@ class TestingController extends BaseController
}
}
-
+
log_message('error', 'Expected Match Count : ' . $expected_match_count);
log_message('error', 'Total Matched Count: ' . $matched_Count);
log_message('error', 'Total UnMatched Count: ' . $expected_match_count - $matched_Count);
-
-
- log_message('error','unmatched_reocrds');
+
+
+ log_message('error', 'unmatched_reocrds');
$log_post_clients_list = array_values($log_post_clients_list);
$log_pre_clients_list = array_values($log_pre_clients_list);
- if( (count($log_pre_clients_list) < count($log_post_clients_list))){
- log_message('error',"unmatched records count from pre- ". count($log_pre_clients_list));
- log_message('error',print_r($log_pre_clients_list,true));
+ if ((count($log_pre_clients_list) < count($log_post_clients_list))) {
+ log_message('error', "unmatched records count from pre- " . count($log_pre_clients_list));
+ log_message('error', print_r($log_pre_clients_list, true));
} else {
- log_message('error',"unmatched records count from post - ".count($log_post_clients_list));
- log_message('error',print_r($log_post_clients_list,true));
+ log_message('error', "unmatched records count from post - " . count($log_post_clients_list));
+ log_message('error', print_r($log_post_clients_list, true));
}
-
-
- }
+ }
return $this->response->setJSON(['status' => 'success', 'message' => 'Client and Branch mapping completed.'])->setStatusCode(200);
-
-
}
@@ -535,7 +531,7 @@ class TestingController extends BaseController
return $results;
}
public function membervalidation($lead_id = 329)
- {
+ {
$lead_controll = new LeadsController();
// $lead_controll->getMemberDataExcelFileErrors();
$res = $lead_controll->memberDataListExcelFileFormatValidation(['lead_id' => $lead_id]);
@@ -543,18 +539,81 @@ class TestingController extends BaseController
}
private $firstNames = [
- 'Rajesh', 'Priya', 'Amit', 'Sneha', 'Vikram', 'Anjali', 'Rahul', 'Deepika',
- 'Sanjay', 'Kavita', 'Arun', 'Pooja', 'Manoj', 'Nisha', 'Suresh', 'Meera',
- 'Karthik', 'Divya', 'Ravi', 'Lakshmi', 'Anand', 'Swathi', 'Vijay', 'Rekha',
- 'Ashok', 'Sangeetha', 'Prakash', 'Uma', 'Ramesh', 'Vani', 'Kumar', 'Radha',
- 'Dinesh', 'Shanti', 'Ganesh', 'Parvati', 'Mohan', 'Sita', 'Arjun', 'Geetha'
+ 'Rajesh',
+ 'Priya',
+ 'Amit',
+ 'Sneha',
+ 'Vikram',
+ 'Anjali',
+ 'Rahul',
+ 'Deepika',
+ 'Sanjay',
+ 'Kavita',
+ 'Arun',
+ 'Pooja',
+ 'Manoj',
+ 'Nisha',
+ 'Suresh',
+ 'Meera',
+ 'Karthik',
+ 'Divya',
+ 'Ravi',
+ 'Lakshmi',
+ 'Anand',
+ 'Swathi',
+ 'Vijay',
+ 'Rekha',
+ 'Ashok',
+ 'Sangeetha',
+ 'Prakash',
+ 'Uma',
+ 'Ramesh',
+ 'Vani',
+ 'Kumar',
+ 'Radha',
+ 'Dinesh',
+ 'Shanti',
+ 'Ganesh',
+ 'Parvati',
+ 'Mohan',
+ 'Sita',
+ 'Arjun',
+ 'Geetha'
];
private $lastNames = [
- 'Kumar', 'Sharma', 'Singh', 'Patel', 'Reddy', 'Nair', 'Iyer', 'Krishnan',
- 'Rao', 'Gupta', 'Verma', 'Agarwal', 'Joshi', 'Mehta', 'Desai', 'Pillai',
- 'Menon', 'Bhat', 'Naidu', 'Varma', 'Malhotra', 'Kapoor', 'Chopra', 'Saxena',
- 'Pandey', 'Mishra', 'Tiwari', 'Dubey', 'Sinha', 'Jain', 'Shah', 'Thakur'
+ 'Kumar',
+ 'Sharma',
+ 'Singh',
+ 'Patel',
+ 'Reddy',
+ 'Nair',
+ 'Iyer',
+ 'Krishnan',
+ 'Rao',
+ 'Gupta',
+ 'Verma',
+ 'Agarwal',
+ 'Joshi',
+ 'Mehta',
+ 'Desai',
+ 'Pillai',
+ 'Menon',
+ 'Bhat',
+ 'Naidu',
+ 'Varma',
+ 'Malhotra',
+ 'Kapoor',
+ 'Chopra',
+ 'Saxena',
+ 'Pandey',
+ 'Mishra',
+ 'Tiwari',
+ 'Dubey',
+ 'Sinha',
+ 'Jain',
+ 'Shah',
+ 'Thakur'
];
private $relationships = ['Self', 'Spouse', 'Son', 'Daughter', 'Father', 'Mother'];
@@ -611,9 +670,9 @@ class TestingController extends BaseController
for ($i = 1; $i <= $totalRecords; $i++) {
$row = $i + 1; // Start from row 2 (row 1 is header)
-
+
$record = $this->generateSampleRecord($i);
-
+
$sheet->setCellValue('A' . $row, $record['sl_no']);
$sheet->setCellValue('B' . $row, $record['emp_code']);
$sheet->setCellValue('C' . $row, $record['name']);
@@ -664,33 +723,33 @@ class TestingController extends BaseController
$firstName = $this->firstNames[array_rand($this->firstNames)];
$lastName = $this->lastNames[array_rand($this->lastNames)];
$name = $firstName . ' ' . $lastName;
-
+
$relationship = $this->relationships[array_rand($this->relationships)];
$gender = $this->genders[array_rand($this->genders)];
-
+
// Generate random age between 18 and 65
$age = rand(18, 65);
-
+
// Calculate DOB based on age
$year = date('Y') - $age;
$month = str_pad(rand(1, 12), 2, '0', STR_PAD_LEFT);
$day = str_pad(rand(1, 28), 2, '0', STR_PAD_LEFT);
$dob = "{$day}-{$month}-{$year}";
-
+
// Generate employee code
$empCode = 'EMP' . str_pad($index, 6, '0', STR_PAD_LEFT);
-
+
// Generate email
$email = strtolower($firstName . '.' . $lastName . $index) . '@' . $this->domains[array_rand($this->domains)];
-
+
// Generate mobile number (Indian format)
$mobile = '+91' . rand(7000000000, 9999999999);
-
+
// Generate insurance amounts
$siOptions = [100000, 200000, 300000, 500000, 1000000];
$si = $siOptions[array_rand($siOptions)];
$si_enhancement = rand(0, 1) ? rand(50000, 200000) : 0;
-
+
$proposed_si_1 = $si + rand(100000, 500000);
$proposed_si_2 = $proposed_si_1 + rand(100000, 500000);
$proposed_si_3 = $proposed_si_2 + rand(100000, 500000);
@@ -716,64 +775,67 @@ class TestingController extends BaseController
}
- public function logo_renaming(){
-
- $directory = ROOTPATH . 'public/uploads/logo/';
+ public function logo_renaming()
+ {
- if (!is_dir($directory)) {
- die("Directory not found: $directory");
+ $directory = ROOTPATH . 'public/uploads/logo/';
+
+ if (!is_dir($directory)) {
+ die("Directory not found: $directory");
+ }
+
+ $files = scandir($directory);
+
+ $client_logo_files = $this->get_client_logo_files();
+
+ $rename_files = "";
+ $failed_rename_files = "";
+
+ foreach ($files as $file) {
+ // Skip system entries
+ if ($file === '.' || $file === '..') {
+ continue;
}
- $files = scandir($directory);
- $client_logo_files = $this->get_client_logo_files();
+ $oldPath = $directory . $file;
- $rename_files = "";
- $failed_rename_files = "";
+ if (is_file($oldPath) && in_array(trim($file), $client_logo_files)) {
- foreach ($files as $file) {
- // Skip system entries
- if ($file === '.' || $file === '..' ) {
- continue;
- }
-
+ // Remove all spaces from filename
+ $newFileName = preg_replace('/\s+|\x{00A0}|\x{200B}|\x{200C}|\x{200D}|\x{FEFF}/u', '', $file);
- $oldPath = $directory . $file;
+ $newPath = $directory . $newFileName;
- if (is_file($oldPath) && in_array(trim($file) , $client_logo_files)) {
-
- // Remove all spaces from filename
- $newFileName = preg_replace('/\s+|\x{00A0}|\x{200B}|\x{200C}|\x{200D}|\x{FEFF}/u', '', $file);
-
- $newPath = $directory . $newFileName;
-
- // Only rename if the name changed
- if ($oldPath !== $newPath) {
- if (rename($oldPath, $newPath)) {
- $rename_files .= "\n Renamed: $file → $newFileName \n";
- } else {
- $failed_rename_files .= "\n Failed file: $file \n";
- }
+ // Only rename if the name changed
+ if ($oldPath !== $newPath) {
+ if (rename($oldPath, $newPath)) {
+ $rename_files .= "\n Renamed: $file → $newFileName \n";
+ } else {
+ $failed_rename_files .= "\n Failed file: $file \n";
}
}
}
+ }
- $dbUpdated = $this->update_client_logo_files();
+ $dbUpdated = $this->update_client_logo_files();
- log_message('error', 'Renamed Files: ' . $rename_files);
- log_message('error', 'Failed Renames: ' . $failed_rename_files);
- log_message('error', 'Database Update Status: ' . ($dbUpdated ? 'Success' : 'No changes made'));
+ log_message('error', 'Renamed Files: ' . $rename_files);
+ log_message('error', 'Failed Renames: ' . $failed_rename_files);
+ log_message('error', 'Database Update Status: ' . ($dbUpdated ? 'Success' : 'No changes made'));
- return $this->response->setJSON(['status' => 'success',
+ return $this->response->setJSON([
+ 'status' => 'success',
'message' => 'Logo renaming completed. kindly check backend logs for details',
'data' => [
'renamed_files' => $rename_files,
'failed_renames' => $failed_rename_files
]
- ])->setStatusCode(200);
+ ])->setStatusCode(200);
}
- public function get_client_logo_files(){
+ public function get_client_logo_files()
+ {
$db = \Config\Database::connect();
@@ -783,14 +845,15 @@ class TestingController extends BaseController
$results = $query->getResultArray() ?? [];
- $files = array_map(function($item) {
+ $files = array_map(function ($item) {
return trim($item['client_logo']);
}, $results);
return $files;
}
- public function update_client_logo_files(){
+ public function update_client_logo_files()
+ {
$db = \Config\Database::connect();
@@ -803,9 +866,63 @@ class TestingController extends BaseController
$query = $db->query($sql);
return $db->affectedRows() > 0;
-
-
}
+ public function createDefaultMailTempalteInDB()
+ {
+ $postDB = \Config\Database::connect(); // target DB
+ $preDB = \Config\Database::connect('preDB'); // source DB
+
+ // Templates to copy
+ $templateNames = [
+ 'member_welcome_mail',
+ 'member_reminder_mail',
+ 'member_review_and_summary_mail'
+ ];
+
+
+
+
+ foreach ($templateNames as $template) {
+
+ $exists = $postDB->table('notifications')
+ ->where('client_id', NULL)
+ ->where('template_name', $template)
+ ->countAllResults();
+
+ if ($exists > 0) {
+ continue; // Skip if already inserted
+ }
+
+ // Fetch template from preDB
+ $templateData = $preDB->table('notifications')
+ ->where('client_id', NULL)
+ ->where('template_name', $template)
+ ->get()
+ ->getRowArray();
+
+ if (!empty($templateData)) {
+
+ // Remove ID to avoid duplicate primary key issues
+ unset($templateData['id']);
+
+ // Set created_by and timestamps if needed
+ $templateData['client_id'] = NULL;
+ $templateData['created_by'] = 1;
+ $templateData['cretaed_at'] = date('Y-m-d H:i:s');
+ $templateData['updated_by'] = NULL;
+ $templateData['updated_at'] = NULL;
+
+ // Insert into postDB
+ $postDB->table('notifications')->insert($templateData);
+ }
+ }
+
+
+ return $this->response->setJSON(['message'=>"Created Default Mail Tempalte In DB "])->setStatusCode(200);
+ }
+
+
+
}
diff --git a/app/Controllers/UserController.php b/app/Controllers/UserController.php
index b4d391dc..ea0e4fb8 100755
--- a/app/Controllers/UserController.php
+++ b/app/Controllers/UserController.php
@@ -62,7 +62,7 @@ class UserController extends AdminController
// echo '';
// print_r($data); die;
$data['roleData'] = $this->roleModel->select('id, role')->findAll();
- $data['teamData'] = $this->teamModel->select('id, name')->findAll();
+ $data['teamData'] = $this->teamModel->select('id, name')->where('is_active',1)->findAll();
$this->loadLayout('UserList', $data);
}
@@ -156,9 +156,11 @@ class UserController extends AdminController
public function edit()
{
+ // echo ":/ in 159";
if (!$this->request->getPost()) {
return redirect()->to(base_url('/user/list'));
} else {
+ // echo ":/ in 163";
$id = $this->request->getPost('PrimaryKey');
$teams = $this->request->getPost('team');
$userData = $this->request->getPost();
@@ -166,6 +168,7 @@ class UserController extends AdminController
unset($userData['PrimaryKey']);
$existingData = $this->userModel->where('id',$id)->first();;
+ // dd($existingData);die;
// Update data in the 'users' table based on the $id
$userData['updated_by'] = get_session_userid();
@@ -776,32 +779,63 @@ class UserController extends AdminController
}
}
+ // public function downloadIncentivesFile($file_id)
+ // {
+ // try {
+ // $result = $this->partnerManagerIncentiveFileModel->where('id', $file_id)->first();
+
+ // if (!$result || empty($result['incentive_file_name'])) {
+ // throw new \Exception("File Name Not Found");
+ // }
+
+ // $incentive_file_name = $result['incentive_file_name'];
+ // $file_name = basename($incentive_file_name);
+ // $filePath = WRITEPATH . 'uploads/incentives/' . $file_name;
+
+ // if (file_exists($filePath)) {
+ // return $this->response->download($filePath, null);
+ // } else {
+ // throw new \Exception("File Not Found");
+ // }
+
+ // } catch (\Exception $e) {
+
+ // $this->myLogger->logme('error', $e->getMessage());
+
+ // // Show 404 error view
+ // $data['message'] = $e->getMessage();
+ // return view('errors/404', $data);
+ // }
+ // }
+
public function downloadIncentivesFile($file_id)
{
try {
$result = $this->partnerManagerIncentiveFileModel->where('id', $file_id)->first();
if (!$result || empty($result['incentive_file_name'])) {
- throw new \Exception("File Name Not Found");
+ throw new \Exception("File Name Not Found for ID {$file_id}");
}
$incentive_file_name = $result['incentive_file_name'];
$file_name = basename($incentive_file_name);
$filePath = WRITEPATH . 'uploads/incentives/' . $file_name;
- if (file_exists($filePath)) {
- return $this->response->download($filePath, null);
- } else {
- throw new \Exception("File Not Found");
+ if (!file_exists($filePath)) {
+ throw new \Exception("File Not Found: {$file_name}");
}
- } catch (\Exception $e) {
-
+ return $this->response->download($filePath, null);
+ } catch (\Throwable $e) {
+ // Catch all kinds of exceptions
$this->myLogger->logme('error', $e->getMessage());
- // Show 404 error view
- $data['message'] = $e->getMessage();
- return view('errors/404', $data);
+ // Return proper 404 for missing file, else 500 for unexpected error
+ if (str_contains($e->getMessage(), 'Not Found')) {
+ return $this->response->setStatusCode(404)->setBody($e->getMessage());
+ }
+
+ return $this->response->setStatusCode(500)->setBody('Internal Server Error');
}
}
diff --git a/app/Helpers/excel_util_helper.php b/app/Helpers/excel_util_helper.php
index e608b013..4329388d 100755
--- a/app/Helpers/excel_util_helper.php
+++ b/app/Helpers/excel_util_helper.php
@@ -109,7 +109,8 @@ if (!function_exists('check_relationship')) {
$family_floaters = isset($policy_terms['family_floaters']);
if ($family_floaters) {
- if (isset($relationship[$col]) && $relationship[$col]['gender'] != $row[4]) {
+ $relation_gender = normalizeGender($row[4]);
+ if (isset($relationship[$col]) && $relationship[$col]['gender'] != $relation_gender) {
$error = "Gender relationship conflict: Expected " . $relationship[$col]['gender'] . ", received $row[4]";
return array('status' => false, 'error' => $error);
}
@@ -369,13 +370,24 @@ if (!function_exists('check_dob_diff')) {
}
if (!function_exists('data_group_by_family')) {
- function data_group_by_family($emp_data, $data_source = 'excel', $action = '')
+ function data_group_by_family($emp_data, $data_source = 'excel', $action = '', $current_column_action = null)
{
$result = [];
// Kint::dump($emp_data);
foreach ($emp_data as $rkey => $row) {
+
+
+
if ($data_source == 'excel') {
if (!check_row_is_empty_or_null($row)) {
+
+ // for this condition to avoid 5,00,000 to 500000
+ if($current_column_action == 'SI'){
+ $row[3] = removeNumberFormatting($row[3]);
+ }else if(in_array($current_column_action, ['I','DA', 'MI', 'A'])){
+ $row[6] = removeNumberFormatting($row[6]);
+ }
+
if ($action == 'enrollment') //if action is enrollment transform current row into inception row, becoz we treat enrollment as inception
{
$row = transform_enrollment_row_to_inception_row($row);
@@ -637,12 +649,19 @@ if (!function_exists('check_dependent_conflict')) {
if (!function_exists('generate_relationship_code')) {
function generate_relationship_code($arr)
{
- $gender = ['M' => 1, 'F' => 2];
+ $gender = [
+ 'M' => 1,
+ 'Male' => 1,
+ 'male' => 1,
+ 'F' => 2,
+ 'Female' => 2,
+ 'female' => 2,
+ ];
$relationship = ['self' => 1, 'spouse' => 2, 'son' => 3, 'daughter' => 4, 'father' => 5, 'mother' => 6, 'father-in-law' => 7, 'mother-in-law' => 8];
$slug = \Config\Services::slug();
$relationship_code = $slug->slugify($arr['relationship']);
$emp_type_code = ($relationship_code == 'self' ? 'EMP_TYP_01' : 'EMP_TYP_03');
- $relationship_code = $gender[trim($arr['gender'])] . $relationship[trim($relationship_code)];
+ $relationship_code = $gender[trim($arr['gender'])] ?? "" . $relationship[trim($relationship_code)] ?? "";
return ['relationship_code' => $relationship_code, 'emp_type_code' => $emp_type_code];
}
}
@@ -1627,21 +1646,53 @@ if (!function_exists('check_dup_mobileno')) {
}
}
+// if (!function_exists('check_dup_email')) {
+// function check_dup_email(array $row, array $existing_mobilenos)
+// {
+// is_valid_or_empty_email($row['13']);
+// if(!empty($row['13'])){
+// foreach ($existing_mobilenos as $k => $value) {
+// if (strtolower($row['5']) == 'self' && $row['13'] == $value['email_corporate']) {
+// return array('status' => false, 'error' => "Duplicate Email");
+// // break;
+// }
+// }
+// }
+// return array('status' => true);
+// }
+// }
+
if (!function_exists('check_dup_email')) {
function check_dup_email(array $row, array $existing_mobilenos)
{
- if(!empty($row['13'])){
- foreach ($existing_mobilenos as $k => $value) {
- if (strtolower($row['5']) == 'self' && $row['13'] == $value['email_corporate']) {
- return array('status' => false, 'error' => "Duplicate Email");
- // break;
+ $errorMessages = [];
+
+ // Validate email
+ $emailCheck = is_valid_or_empty_email($row['13'] ?? "");
+ if (!$emailCheck) {
+ $errorMessages[] = 'Invalid email format';
+ }
+
+ // Check duplicate only if email is not empty
+ if (!empty($row['13'])) {
+ foreach ($existing_mobilenos as $value) {
+ if (strtolower(trim($row['5'])) === 'self' && trim($row['13']) === trim($value['email_corporate'])) {
+ $errorMessages[] = 'Duplicate Email';
+ break;
}
}
}
- return array('status' => true);
+
+ // Prepare final return
+ if (!empty($errorMessages)) {
+ return ['status' => false, 'error' => implode(' & ', $errorMessages)];
+ }
+
+ return ['status' => true, 'error' => ''];
}
}
+
if (!function_exists('generate_family_relationship_array')) {
function generate_family_relationship_array($family_structure_from_policy_terms)
{
@@ -2041,6 +2092,22 @@ if (!function_exists('formatIndianCurrency')) {
}
}
+if (!function_exists('normalizeGender')) {
+ function normalizeGender($gender)
+ {
+ $gender = strtoupper(trim($gender));
+
+ if (in_array($gender, ['M', 'MALE'])) {
+ return 'M';
+ } elseif (in_array($gender, ['F', 'FEMALE'])) {
+ return 'F';
+ }
+
+ // Optional: return null or original if not recognized
+ return null;
+ }
+}
+
// ------------- FUNCTION FOR LEAD MEMBER DATA LIST VALIDATIONS --------------------------------------
if (!function_exists('check_columns_name_exist')) {
@@ -2291,8 +2358,8 @@ if (!function_exists('validateFamily')) {
// Validation 3: Validate spouse gender if spouse exists
if ($spouseMember !== null) {
- $selfGender = strtoupper(trim($selfMember[4])); // Gender field
- $spouseGender = strtoupper(trim($spouseMember[4]));
+ $selfGender = normalizeGender(trim($selfMember[4])); // Gender field
+ $spouseGender = normalizeGender(trim($spouseMember[4]));
$selfName = $selfMember[2]; // Name field
$spouseName = $spouseMember[2];
@@ -2368,3 +2435,24 @@ if (!function_exists('check_age_validation')) {
// ------------- END OF LEAD MEMBER DATA LIST VALIDATIONS --------------------------------------
+if (!function_exists('is_valid_or_empty_email')) {
+ function is_valid_or_empty_email($email)
+ {
+ // If empty or null → return success
+ if (empty($email) && $email != 0) {
+ // return ['status' => true, 'error' => 'Value is empty'];
+ return true;
+ }
+
+ // If valid email → return success
+ if (filter_var($email, FILTER_VALIDATE_EMAIL)) {
+ // return ['status' => true, 'error' => 'Valid email format'];
+ return true;
+ }
+
+ // If invalid email → return failure
+ // return ['status' => false, 'error' => 'Invalid email format'];
+ return false;
+ }
+}
+
diff --git a/app/Helpers/sendMailNotification.php b/app/Helpers/sendMailNotification.php
index f9de6b09..a726fe16 100755
--- a/app/Helpers/sendMailNotification.php
+++ b/app/Helpers/sendMailNotification.php
@@ -57,6 +57,13 @@ class sendMailNotification
$mail_content = str_replace(["[[app_link]]", "{{app_link}}"], "Review Details", $mail_content);
if ($dataToInsert['relationship'] == 'Self' && $mail != null || $mail != '') {
+
+ $mail_content = preg_replace('/]*>( |\s)*<\/p>/i', '', $mail_content);
+
+ $data['params'] = $params;$data['client_logo'] = $client_logo;
+ $data['mail_content'] = $mail_content;
+ $mail_content = view('mail_template', $data);
+
$wholeData = ['mail' => $mail, 'subject' => $subject,'message'=> $mail_content,'bcc'=> $client_data['common_mails'], 'reply_to' => $client_data['reply_to'], 'attachments' => $attachments, 'common' => $common];
}
@@ -89,6 +96,12 @@ class sendMailNotification
$mail_content = str_replace(["[[member_mobile]]", "{{member_mobile}}"], $employee_mobile_no, $mail_content);
$mail = $emp_data['email_corporate'];
+ $mail_content = preg_replace('/]*>( |\s)*<\/p>/i', '', $mail_content);
+
+ $data['params'] = $params;$data['client_logo'] = $client_logo;
+ $data['mail_content'] = $mail_content;
+ $mail_content = view('mail_template', $data);
+
$wholeData = ['mail' => $mail, 'subject' => $subject,'message'=> $mail_content, 'bcc'=> $client_data['common_mails'], 'reply_to' => $client_data['reply_to'], 'common' => $common];
return $wholeData;
@@ -139,6 +152,13 @@ class sendMailNotification
$mail_content = str_replace(["[[ecard_download_link]]", "{{ecard_download_link}}"], "Download Insurance Card", $mail_content);
$mail_content = str_replace(["[[client_name]]", "{{client_name}}"], $client_data['client_name'], $mail_content);
+ $mail_content = preg_replace('/]*>( |\s)*<\/p>/i', '', $mail_content);
+
+ $data['params'] = $params;$data['client_logo'] = $client_logo;
+ $data['mail_content'] = $mail_content;
+ $mail_content = view('mail_template', $data);
+
+
$wholeData = ['mail' => $mail, 'subject' => $subject,'message'=> $mail_content,'bcc'=> $client_data['common_mails'], 'reply_to' => $client_data['reply_to'], 'common' => $common];
return $wholeData;
@@ -523,6 +543,13 @@ class sendMailNotification
$mail_content = str_replace(["[[member_mobile]]", "{{member_mobile}}"], $employee_mobile_no, $mail_content);
$mail_content = str_replace(["[[member_summary]]", "{{member_summary}}"], $table_content , $mail_content);
+ $mail_content = preg_replace('/]*>( |\s)*<\/p>/i', '', $mail_content);
+
+ $data['params'] = $params;$data['client_logo'] = $client_logo;
+ $data['mail_content'] = $mail_content;
+ $mail_content = view('mail_template', $data);
+
+
// print_r($mail_content); die;
// $mail = "aadhavanvalli@gmail.com";
@@ -825,6 +852,13 @@ class sendMailNotification
$full_name = $value['first_name'] .' ' .$value['last_name'];
$mail_content = str_replace(["[[member_name]]", "{{member_name}}"], $full_name , $mail_content);
+ $mail_content = preg_replace('/]*>( |\s)*<\/p>/i', '', $mail_content);
+
+ $data['params'] = $params;$data['client_logo'] = $client_logo;
+ $data['mail_content'] = $mail_content;
+ $mail_content = view('mail_template', $data);
+
+
$wholeData[] = ['mail' => $value['email'], 'subject' => $subject,'message'=> $mail_content, 'reply_to' => $client_data['reply_to'], 'common' => $common];
// $wholeData[] = ['mail' => $value['email'], 'subject' => $subject,'message'=> $mail_content, 'bcc'=> $client_data['common_mails'}};
}
@@ -1118,6 +1152,11 @@ class sendMailNotification
$mail_content = str_replace(["[[member_summary]]", "{{member_summary}}"], $table_content , $mail_content);
+ $mail_content = preg_replace('/]*>( |\s)*<\/p>/i', '', $mail_content);
+
+ $data['params'] = $params;$data['client_logo'] = $client_logo;
+ $data['mail_content'] = $mail_content;
+ $mail_content = view('mail_template', $data);
$hr_mails = $client_data['hr_mails'];
$mail_array = explode(',', $hr_mails);
@@ -1182,7 +1221,14 @@ class sendMailNotification
$mail_content = str_replace(["[[app_link]]", "{{app_link}}"], "Review Details", $mail_content);
- if ($mail != null || $mail != '') {
+ if ( isset($mail) && !empty($mail) ) {
+
+ $mail_content = preg_replace('/]*>( |\s)*<\/p>/i', '', $mail_content);
+
+ $data['params'] = $params;$data['client_logo'] = $client_logo;
+ $data['mail_content'] = $mail_content;
+ $mail_content = view('mail_template', $data);
+
$wholeData = ['mail' => $mail, 'subject' => $subject,'message'=> $mail_content,'bcc'=> $client_data['common_mails'], 'reply_to' => $client_data['reply_to'], 'attachments' => $attachments];
}
@@ -1215,6 +1261,13 @@ class sendMailNotification
if ((isset($notification_data) && $notification_data['enabled'] == 1)) {
if (isset($mail) && !empty($mail)) {
+
+ $mail_content = preg_replace('/]*>( |\s)*<\/p>/i', '', $mail_content);
+
+ $data['params'] = $params;$data['client_logo'] = $client_logo;
+ $data['mail_content'] = $mail_content;
+ $mail_content = view('mail_template', $data);
+
$wholeData = ['mail' => $mail, 'subject' => $subject,'message'=> $mail_content, 'bcc'=> $client_data['common_mails'], 'reply_to' => $client_data['reply_to']];
}
@@ -1268,6 +1321,12 @@ class sendMailNotification
$mail_content = str_replace(["[[ecard_download_link]]", "{{ecard_download_link}}"], "Download Insurance Card", $mail_content);
$mail_content = str_replace(["[[client_name]]", "{{client_name}}"], $client_data['client_name'], $mail_content);
+ $mail_content = preg_replace('/]*>( |\s)*<\/p>/i', '', $mail_content);
+
+ $data['params'] = $params;$data['client_logo'] = $client_logo;
+ $data['mail_content'] = $mail_content;
+ $mail_content = view('mail_template', $data);
+
$wholeData = ['mail' => $mail, 'subject' => $subject,'message'=> $mail_content,'bcc'=> $client_data['common_mails'],'attachments' => $attachments, 'reply_to' => $client_data['reply_to']];
return $wholeData;
@@ -1419,6 +1478,11 @@ class sendMailNotification
$mail_content = str_replace(["[[member_mobile]]", "{{member_mobile}}"], $mobile, $mail_content);
$mail_content = str_replace(["[[member_summary]]", "{{member_summary}}"], $table_content , $mail_content);
+ $mail_content = preg_replace('/]*>( |\s)*<\/p>/i', '', $mail_content);
+
+ $data['params'] = $params;$data['client_logo'] = $client_logo;
+ $data['mail_content'] = $mail_content;
+ $mail_content = view('mail_template', $data);
$wholeData = ['mail' => $mail, 'subject' => $subject,'message'=> $mail_content, 'bcc'=> $client_data['common_mails'], 'reply_to' => $client_data['reply_to']];
@@ -1568,6 +1632,13 @@ class sendMailNotification
$mail_content = str_replace(["[[member_name]]", "{{member_name}}"], $name . ' (' . $emp_code . ')' , $mail_content);
$mail_content = str_replace(["[[member_summary]]", "{{member_summary}}"], $table_content , $mail_content);
+
+ $mail_content = preg_replace('/]*>( |\s)*<\/p>/i', '', $mail_content);
+
+ $data['params'] = $params;$data['client_logo'] = $client_logo;
+ $data['mail_content'] = $mail_content;
+ $mail_content = view('mail_template', $data);
+
$wholeData = ['mail' => $mail, 'subject' => $subject,'message'=> $mail_content, 'reply_to' => $client_data['reply_to']];
return $wholeData;
@@ -1717,6 +1788,11 @@ class sendMailNotification
$mail_content = str_replace(["[[member_name]]", "{{member_name}}"], $name . ' (' . $emp_code . ')' , $mail_content);
$mail_content = str_replace(["[[member_summary]]", "{{member_summary}}"], $table_content , $mail_content);
+ $mail_content = preg_replace('/]*>( |\s)*<\/p>/i', '', $mail_content);
+
+ $data['params'] = $params;$data['client_logo'] = $client_logo;
+ $data['mail_content'] = $mail_content;
+ $mail_content = view('mail_template', $data);
$wholeData = ['mail' => $mail, 'subject' => $subject,'message'=> $mail_content, 'reply_to' => $client_data['reply_to']];
diff --git a/app/Helpers/utility_helper.php b/app/Helpers/utility_helper.php
index 86229e9d..034de8ce 100755
--- a/app/Helpers/utility_helper.php
+++ b/app/Helpers/utility_helper.php
@@ -65,6 +65,19 @@ if (!function_exists('file_Upload')) {
}
}
+if (!function_exists('file_Upload_for_lead')) {
+ function file_Upload_for_lead($fileToUpload, $filepath)
+ {
+ if ($fileToUpload !== null && $fileToUpload->isValid() && !$fileToUpload->hasMoved()) {
+ $fileToUpload->move($filepath);
+ $fileName = $fileToUpload->getName();
+ return $fileName;
+ } else {
+ return "";
+ }
+ }
+}
+
// if (!function_exists('multi_file_Upload')) {
// function multi_file_Upload($fileToUpload, $filepath)
// {
@@ -866,3 +879,22 @@ if (!function_exists('getFileIfExists')) {
return file_exists(FCPATH . $path) ? base_url($path) : '';
}
}
+
+if (!function_exists('removeNumberFormatting')) {
+ function removeNumberFormatting($number)
+ {
+ return (float) str_replace(',', '', trim($number));
+ }
+}
+
+if (!function_exists('formatKey')) {
+ function formatKey($key, $len = 3)
+ {
+ $words = explode('_', $key);
+ $formatted = array_map(function ($word) use ($len) {
+ return strlen($word) < $len ? strtoupper($word) : ucfirst(strtolower($word));
+ }, $words);
+ return implode(' ', $formatted);
+ }
+}
+
diff --git a/app/Models/ClientPolicyModel.php b/app/Models/ClientPolicyModel.php
index 152cad7f..185f4a20 100755
--- a/app/Models/ClientPolicyModel.php
+++ b/app/Models/ClientPolicyModel.php
@@ -56,6 +56,7 @@ class ClientPolicyModel extends Model
"is_lgbtq",
"placement_json",
"policy_entry_from",
+ "is_from_lead",
];
// Callbacks
@@ -430,8 +431,8 @@ class ClientPolicyModel extends Model
$emp_count = $this->db->affectedRows();
// Log the result
- log_message('info', "Client policies updated: {$client_count}");
- log_message('info', "Employee policies updated: {$emp_count}");
+ log_message('error', "Client policies updated: {$client_count}");
+ log_message('error', "Employee policies updated: {$emp_count}");
return ['client' => $client_count, 'emp' => $emp_count];
}
diff --git a/app/Models/EmployeePolicyModel.php b/app/Models/EmployeePolicyModel.php
index 394de340..97aa91d4 100755
--- a/app/Models/EmployeePolicyModel.php
+++ b/app/Models/EmployeePolicyModel.php
@@ -611,6 +611,36 @@ class EmployeePolicyModel extends Model
$subquery_endorsement_condition = "{$insurer_or_tpa}" === 'tpa' ? "WHERE (endorsement_id IS NOT NULL OR endorsement_id != '')" : "WHERE (endorsement_id IS NULL OR endorsement_id = '')";
+ /*
+ ROUND(sidata.new_si_premium - sidata.old_si_premium, 2) AS difference_premium,
+ ROUND(
+ (sidata.new_si_premium - sidata.old_si_premium) *
+ (DATEDIFF(employee_polices.policy_end_date, sidata.date_of_coverage) + 1) / 365,
+ 2
+ ) AS pro_rata_premium,
+ ROUND(
+ (
+ (sidata.new_si_premium - sidata.old_si_premium) *
+ (DATEDIFF(employee_polices.policy_end_date, sidata.date_of_coverage) + 1) / 365
+ ) * 0.18,
+ 2
+ ) AS gst,
+ ROUND(
+ (
+ (sidata.new_si_premium - sidata.old_si_premium) *
+ (DATEDIFF(employee_polices.policy_end_date, sidata.date_of_coverage) + 1) / 365
+ ) +
+ ROUND(
+ (
+ (sidata.new_si_premium - sidata.old_si_premium) *
+ (DATEDIFF(employee_polices.policy_end_date, sidata.date_of_coverage) + 1) / 365
+ ) * 0.18,
+ 2
+ ),
+ 2
+ ) AS total
+ */
+
$query = $this->db->query("
SELECT
a.id AS endorsement_primarykey,
@@ -643,33 +673,40 @@ class EmployeePolicyModel extends Model
sidata.old_si_premium,
sidata.date_of_coverage,
DATEDIFF(employee_polices.policy_end_date, sidata.date_of_coverage) + 1 AS no_of_days,
- ROUND(sidata.new_si_premium - sidata.old_si_premium, 2) AS difference_premium,
+
+ ROUND(ABS(sidata.new_si_premium - sidata.old_si_premium), 2) AS difference_premium,
ROUND(
- (sidata.new_si_premium - sidata.old_si_premium) *
- (DATEDIFF(employee_polices.policy_end_date, sidata.date_of_coverage) + 1) / 365,
+ ABS(
+ (sidata.new_si_premium - sidata.old_si_premium) *
+ (DATEDIFF(employee_polices.policy_end_date, sidata.date_of_coverage) + 1) / 365
+ ),
2
) AS pro_rata_premium,
ROUND(
- (
- (sidata.new_si_premium - sidata.old_si_premium) *
- (DATEDIFF(employee_polices.policy_end_date, sidata.date_of_coverage) + 1) / 365
- ) * 0.18,
+ ABS(
+ (
+ (sidata.new_si_premium - sidata.old_si_premium) *
+ (DATEDIFF(employee_polices.policy_end_date, sidata.date_of_coverage) + 1) / 365
+ ) * 0.18
+ ),
2
) AS gst,
ROUND(
- (
- (sidata.new_si_premium - sidata.old_si_premium) *
- (DATEDIFF(employee_polices.policy_end_date, sidata.date_of_coverage) + 1) / 365
- ) +
- ROUND(
- (
- (sidata.new_si_premium - sidata.old_si_premium) *
- (DATEDIFF(employee_polices.policy_end_date, sidata.date_of_coverage) + 1) / 365
- ) * 0.18,
- 2
+ ABS(
+ (
+ (sidata.new_si_premium - sidata.old_si_premium) *
+ (DATEDIFF(employee_polices.policy_end_date, sidata.date_of_coverage) + 1) / 365
+ ) +
+ (
+ (
+ (sidata.new_si_premium - sidata.old_si_premium) *
+ (DATEDIFF(employee_polices.policy_end_date, sidata.date_of_coverage) + 1) / 365
+ ) * 0.18
+ )
),
2
) AS total
+
FROM
emp_endorsement a
LEFT JOIN employees ON employees.emp_code = a.emp_code
diff --git a/app/Models/FileModel.php b/app/Models/FileModel.php
index ff4f584e..0f72c18f 100755
--- a/app/Models/FileModel.php
+++ b/app/Models/FileModel.php
@@ -22,6 +22,7 @@ class FileModel extends Model
"uploaded_by",
"updated_by",
"hr_file_id",
+ "is_comparison_skipped",
];
diff --git a/app/Models/InsurerBranchModel.php b/app/Models/InsurerBranchModel.php
index a976e478..2cd28703 100755
--- a/app/Models/InsurerBranchModel.php
+++ b/app/Models/InsurerBranchModel.php
@@ -27,7 +27,7 @@ class InsurerBranchModel extends Model
public function getInsurerBranchesWithInsurerNames()
{
- $query = $this->select('insurer_branch.*, I.short_name as insurer_name')
+ $query = $this->select('insurer_branch.*, I.short_name as insurer_name, I.category')
->join('insurers I', 'insurer_branch.insurer_id = I.id', 'left')
->find();
return $query;
diff --git a/app/Models/LeadsModel.php b/app/Models/LeadsModel.php
index 7cc56602..d3c9ac40 100644
--- a/app/Models/LeadsModel.php
+++ b/app/Models/LeadsModel.php
@@ -106,6 +106,7 @@ class LeadsModel extends Model
'is_insurer_auto_mail',
'quote_received_insurer',
'acm_id',
+ 'policy_with_correction',
];
@@ -204,78 +205,151 @@ class LeadsModel extends Model
return $result;
}
+ // public function getDashData()
+ // {
+ // $statuses = $this->db->table('leads')
+ // ->select('status, policy_with_correction')
+ // ->where("is_active", 1)
+ // ->groupBy('status')
+ // ->get()
+ // ->getResultArray();
+
+ // $policy_with_correction_count = $this->db->table('leads')
+ // ->where('is_active', 1)
+ // ->where('policy_with_correction', 1)
+ // ->countAllResults();
+
+ // $selectParts = [];
+
+ // foreach ($statuses as $status) {
+ // $s = $status['status'];
+ // $alias = strtolower(str_replace(' ', '_', $s));
+
+ // // Count alias
+ // $selectParts[] = "SUM(CASE WHEN status = '{$s}' THEN 1 ELSE 0 END) AS `{$alias}`";
+
+ // // IDs alias
+ // $selectParts[] = "GROUP_CONCAT(CASE WHEN status = '{$s}' THEN leads.id ELSE NULL END) AS `{$alias}_ids`";
+ // }
+
+ // $select = implode(", ", $selectParts);
+
+ // // Start query builder
+ // $builder = $this->db->table('leads');
+
+ // $builder->select($select);
+
+ // // Auditing subquery
+ // $subquery = "(SELECT pk, MAX(created_at) AS last_claim_status_change
+ // FROM auditing_history
+ // WHERE table_name = 'leads' AND field_name = 'status'
+ // GROUP BY pk)";
+
+ // $builder->join("{$subquery} AS th", 'leads.id = th.pk', 'left');
+
+ // // Date filtering for last status change
+ // $dateLimit = 3;
+ // $dateThreshold = date('Y-m-d H:i:s', strtotime("-{$dateLimit} days"));
+
+ // $builder->groupStart()
+ // ->where('th.last_claim_status_change <=', $dateThreshold)
+ // ->orWhere('th.last_claim_status_change IS NULL')
+ // ->groupEnd();
+
+ // // Add only active
+ // $builder->where("leads.is_active", 1);
+
+ // $lead_data = $builder->get()->getResultArray();
+
+ // // dd($this->db->getLastQuery());
+
+ // // Fallback for empty results
+ // if (empty($lead_data)) {
+ // $lead_data[0] = ['total' => 0];
+ // foreach ($statuses as $status) {
+ // $alias = strtolower(str_replace(' ', '_', $status['status']));
+ // $lead_data[0][$alias] = 0;
+ // $lead_data[0]["{$alias}_ids"] = '';
+ // }
+ // }
+
+ // // Calculate total
+ // $total = 0;
+ // foreach ($lead_data[0] as $key => $value) {
+ // // if (!str_ends_with($key, '_ids') && $key != "won") {
+ // // $total += (int) $value;
+ // // }
+
+ // if (!str_ends_with($key, '_ids')) {
+ // $total += (int) $value;
+ // }
+ // }
+
+ // $total = $total + $policy_with_correction_count ?? 0;
+ // $lead_data[0]['total'] = $total;
+ // $lead_data[0]['policy_with_correction'] = $policy_with_correction_count;
+
+
+ // // dd($lead_data[0]);
+ // return $lead_data[0];
+ // }
+
+
public function getDashData()
{
+ // Get all unique statuses
$statuses = $this->db->table('leads')
- ->select('status')
- ->where("is_active", 1)
- ->groupBy('status')
+ ->select('DISTINCT(status)')
+ ->where('is_active', 1)
->get()
->getResultArray();
-
+
+ $policy_with_correction_data = $this->db->table('leads')
+ ->select('COUNT(id) AS count, GROUP_CONCAT(id) AS ids')
+ ->where('is_active', 1)
+ ->where('policy_with_correction', 1)
+ ->get()
+ ->getRowArray();
+
+ if (empty($statuses)) {
+ return ['total' => 0];
+ }
+
+ // Build dynamic select fields for each status
$selectParts = [];
-
- foreach ($statuses as $status) {
- $s = $status['status'];
- $alias = strtolower(str_replace(' ', '_', $s));
-
- // Count alias
- $selectParts[] = "SUM(CASE WHEN status = '{$s}' THEN 1 ELSE 0 END) AS `{$alias}`";
-
- // IDs alias
- $selectParts[] = "GROUP_CONCAT(CASE WHEN status = '{$s}' THEN leads.id ELSE NULL END) AS `{$alias}_ids`";
+ foreach ($statuses as $row) {
+ $status = $row['status'];
+ $alias = strtolower(str_replace(' ', '_', $status));
+
+ $selectParts[] = "SUM(CASE WHEN status = '{$status}' THEN 1 ELSE 0 END) AS `{$alias}`";
+ $selectParts[] = "GROUP_CONCAT(CASE WHEN status = '{$status}' THEN id END) AS `{$alias}_ids`";
}
-
+
$select = implode(", ", $selectParts);
-
- // Start query builder
- $builder = $this->db->table('leads');
-
- $builder->select($select);
-
- // Auditing subquery
- $subquery = "(SELECT pk, MAX(created_at) AS last_claim_status_change
- FROM auditing_history
- WHERE table_name = 'leads' AND field_name = 'status'
- GROUP BY pk)";
-
- $builder->join("{$subquery} AS th", 'leads.id = th.pk', 'left');
-
- // Date filtering for last status change
- $dateLimit = 3;
- $dateThreshold = date('Y-m-d H:i:s', strtotime("-{$dateLimit} days"));
-
- $builder->groupStart()
- ->where('th.last_claim_status_change <=', $dateThreshold)
- ->orWhere('th.last_claim_status_change IS NULL')
- ->groupEnd();
-
- // Add only active
- $builder->where("leads.is_active", 1);
-
- $lead_data = $builder->get()->getResultArray();
-
- // Fallback for empty results
- if (empty($lead_data)) {
- $lead_data[0] = ['total' => 0];
- foreach ($statuses as $status) {
- $alias = strtolower(str_replace(' ', '_', $status['status']));
- $lead_data[0][$alias] = 0;
- $lead_data[0]["{$alias}_ids"] = '';
- }
- }
-
+
+ // Main query
+ $lead_data = $this->db->table('leads')
+ ->select($select)
+ ->where('is_active', 1)
+ ->get()
+ ->getRowArray();
+
// Calculate total
$total = 0;
- foreach ($lead_data[0] as $key => $value) {
- if (!str_ends_with($key, '_ids') && $key != "won") {
- $total += (int) $value;
+ foreach ($lead_data as $key => $val) {
+ if (!str_ends_with($key, '_ids')) {
+ $total += (int) $val;
}
}
- $lead_data[0]['total'] = $total;
-
- // dd($lead_data[0]);
- return $lead_data[0];
+
+ $lead_data['total'] = $total;
+ $lead_data['policy_with_correction'] = $policy_with_correction_data['count'] ?? 0;
+ $lead_data['policy_with_correction_ids'] = $policy_with_correction_data['ids'] ?? null;
+
+ // dd($lead_data);
+ return $lead_data;
}
+
+
}
diff --git a/app/Models/PolicyTransactionModel.php b/app/Models/PolicyTransactionModel.php
index a9629d73..4882bd8a 100644
--- a/app/Models/PolicyTransactionModel.php
+++ b/app/Models/PolicyTransactionModel.php
@@ -1,1095 +1,772 @@
db->table('policy_transaction')
+ ->select("
+ policy_transaction.*,
+ DATE_FORMAT(policy_transaction.policy_issue_date, '%d %b %Y') AS policy_issue_date,
+ DATE_FORMAT(
+ IF(policy_transaction.month IS NULL,
+ policy_transaction.policy_issue_date,
+ policy_transaction.month),
+ '%b %Y') AS policy_issue_month,
+ CASE
+ WHEN clients.client_type = 1 THEN 'Group'
+ WHEN clients.client_type = 2 THEN 'Retail'
+ ELSE '-'
+ END AS client_type,
+ CASE
+ WHEN policy_transaction.revenue_type = 'NA' THEN 'Fresh'
+ ELSE 'Renewal'
+ END AS revenue_type,
+ CASE
+ WHEN policy_transaction.action_type = 'inception' THEN 'Policy'
+ ELSE 'Endorsement'
+ END AS action_type,
+ clients.client_name AS client_name,
+ clients.short_name AS client_short_name,
+ client_branch.branch_name AS client_branch_name,
+ client_branch.address1 AS client_address,
+ policy_type.policy_type,
+ policy_type.bap,
+ insurers.name AS insurer_name,
+ insurers.short_name AS insurer_short_name,
+ insurer_branch.branch_name AS insurer_branch_name,
+ insurer_branch.branch_code AS insurer_branch_code,
+ user_profiles.first_name as user_name,
+ vehicle.vehicle_no,
+ tpa.name as tpa_name,
+ pt_co_share_details.remark as remarks,
+ pt_co_share_details.reward,
+ pt_co_share_details.bp_amt,
+ sales_user.first_name as salse_person_name,
+ service_user.first_name as service_person_name,
- // BDS Report OLD Functin for QUERY
- // public function getBDSReportList($client_id, $policy_id, $branch_id, $issuer)
- public function getBDSReportListOld($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0)
- {
- $builder = $this->db->table('policy_transaction')
- ->select("
- policy_transaction.*,
- DATE_FORMAT(policy_transaction.policy_issue_date, '%d %b %Y') AS policy_issue_date,
- DATE_FORMAT(
- IF(policy_transaction.month IS NULL,
- policy_transaction.policy_issue_date,
- policy_transaction.month),
- '%b %Y') AS policy_issue_month,
- CASE
- WHEN clients.client_type = 1 THEN 'Group'
- WHEN clients.client_type = 2 THEN 'Retail'
- ELSE '-'
- END AS client_type,
- CASE
- WHEN policy_transaction.revenue_type = 'NA' THEN 'Fresh'
- ELSE 'Renewal'
- END AS revenue_type,
- CASE
- WHEN policy_transaction.action_type = 'inception' THEN 'Policy'
- ELSE 'Endorsement'
- END AS action_type,
- clients.client_name AS client_name,
- clients.short_name AS client_short_name,
- client_branch.branch_name AS client_branch_name,
- client_branch.address1 AS client_address,
- policy_type.policy_type,
- policy_type.bap,
- insurers.name AS insurer_name,
- insurers.short_name AS insurer_short_name,
- insurer_branch.branch_name AS insurer_branch_name,
- insurer_branch.branch_code AS insurer_branch_code,
- user_profiles.first_name as user_name,
- vehicle.vehicle_no,
- tpa.name as tpa_name,
- pt_co_share_details.remark as remarks,
- pt_co_share_details.reward,
- pt_co_share_details.bp_amt,
- sales_user.first_name as salse_person_name,
- service_user.first_name as service_person_name,
+ ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) AS premium_wo_gst,
- ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) AS premium_wo_gst,
+ ROUND((ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) * 18 / 100), 2) AS gst_amount,
- ROUND((ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) * 18 / 100), 2) AS gst_amount,
+ ROUND((ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) + ROUND((ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) * 18 / 100), 2)), 2) AS total_premium,
- ROUND((ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) + ROUND((ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) * 18 / 100), 2)), 2) AS total_premium,
+ ROUND((pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) AS tp_or_ter,
- ROUND((pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) AS tp_or_ter,
+ DATEDIFF(policy_transaction.policy_end_date, CURDATE()) AS days,
- DATEDIFF(policy_transaction.policy_end_date, CURDATE()) AS days,
+ (pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per) AS agreed_tp_or_ter_per,
- (pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per) AS agreed_tp_or_ter_per,
+ pt_co_share_details.agreed_bp_per,
- pt_co_share_details.agreed_bp_per,
-
- ROUND(
- (pt_co_share_details.bp_amt * pt_co_share_details.agreed_bp_per +
- (pt_co_share_details.tp_amt + pt_co_share_details.tep_amt) *
- (pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per)) / 100,
- 2) AS total_irda,
-
- ROUND(
- (ROUND(
+ ROUND(
(pt_co_share_details.bp_amt * pt_co_share_details.agreed_bp_per +
(pt_co_share_details.tp_amt + pt_co_share_details.tep_amt) *
(pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per)) / 100,
- 2) * 18 / 100),
- 2) AS gst_on_revenue,
+ 2) AS total_irda,
- ROUND(
- (ROUND(
- (pt_co_share_details.bp_amt * pt_co_share_details.agreed_bp_per +
- (pt_co_share_details.tp_amt + pt_co_share_details.tep_amt) *
- (pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per)) / 100,
- 2) +
ROUND(
(ROUND(
(pt_co_share_details.bp_amt * pt_co_share_details.agreed_bp_per +
(pt_co_share_details.tp_amt + pt_co_share_details.tep_amt) *
(pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per)) / 100,
2) * 18 / 100),
- 2)),
- 2) AS total_amt_received,
- insurer_statements.invoice_date,
- insurer_statements.invoice_no,
- insurer_statements.invoice_amount,
-
- (
- SELECT
- (SUM(inv_payment_details.inv_amt) + SUM(inv_payment_details.tds)) AS realization_amount
- FROM
- inv_payment_details
- WHERE
- inv_payment_details.statement_id = insurer_statements.id
- AND inv_payment_details.is_active = 1
-
- ) AS realization_amount,
+ 2) AS gst_on_revenue,
ROUND(
- insurer_statements.invoice_amount -
- (
- SELECT
- (SUM(inv_payment_details.inv_amt) + SUM(inv_payment_details.tds))
- FROM
- inv_payment_details
- WHERE
- inv_payment_details.statement_id = insurer_statements.id
- AND inv_payment_details.is_active = 1
- ),
- 2) AS outstanding_amount,
+ (ROUND(
+ (pt_co_share_details.bp_amt * pt_co_share_details.agreed_bp_per +
+ (pt_co_share_details.tp_amt + pt_co_share_details.tep_amt) *
+ (pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per)) / 100,
+ 2) +
+ ROUND(
+ (ROUND(
+ (pt_co_share_details.bp_amt * pt_co_share_details.agreed_bp_per +
+ (pt_co_share_details.tp_amt + pt_co_share_details.tep_amt) *
+ (pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per)) / 100,
+ 2) * 18 / 100),
+ 2)),
+ 2) AS total_amt_received,
+ insurer_statements.invoice_date,
+ insurer_statements.invoice_no,
+ insurer_statements.invoice_amount,
(
- SELECT
- GROUP_CONCAT(inv_payment_details.utr_no SEPARATOR ', ') AS utr_numbers
- FROM
- inv_payment_details
- WHERE
- inv_payment_details.statement_id = insurer_statements.id
- AND inv_payment_details.is_active = 1
- ) AS utr_numbers,
-
- (
- SELECT
- GROUP_CONCAT(inv_payment_details.received_date SEPARATOR ', ') AS payment_dates
- FROM
- inv_payment_details
- WHERE
- inv_payment_details.statement_id = insurer_statements.id
- AND inv_payment_details.is_active = 1
- ) AS payment_dates
-
- ")
- ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
- ->join('insurer_statements', 'pt_co_share_details.statement_id = insurer_statements.id', 'left')
- ->join('clients', 'clients.id = policy_transaction.client_id')
- ->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
- ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
- ->join('user_profiles', 'policy_transaction.created_by = user_profiles.id', 'left')
- ->join('vehicle', 'policy_transaction.vehicle_id = vehicle.id', 'left')
- ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
- ->join('insurers', 'policy_transaction.insurer_id = insurers.id', 'left')
- ->join('insurer_branch', 'policy_transaction.insurer_branch_id = insurer_branch.id', 'left')
- ->join('tpa', 'policy_transaction.tpa_id = tpa.id', 'left')
- ->join('tpa_branch', 'policy_transaction.tpa_branch_id = tpa_branch.id', 'left')
- ->join('user_profiles AS sales_user', 'policy_transaction.sales_generated_by = sales_user.id', 'left')
- ->join('user_profiles AS service_user', 'policy_transaction.serviced_by = service_user.id', 'left')
- ->where('policy_transaction.is_active', 1);
-
- // Check if the start date and end date are provided
- if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
-
- $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
- $endDate = date('Y-m-d 23:59:59', strtotime($end_date));
-
- $builder->where('policy_transaction.' . $date_type . '>=', $startDate)
- ->where('policy_transaction.' . $date_type . '<=', $endDate);
- } else {
-
- // $fromDate = date('Y-m-d', strtotime('-30 days'));
- // $toDate = date('Y-m-d 23:59:59');
-
- // $builder->where('policy_transaction.created_at >=', $fromDate)
- // ->where('policy_transaction.created_at <=', $toDate);
- }
-
- if ($client_id != 0) {
- $builder->where('policy_transaction.client_id', $client_id);
- }
-
- if ($insurer_id != 0) {
- $builder->where('policy_transaction.insurer_id', $insurer_id);
- }
-
- if ($policy_type_id != 0) {
- $builder->where('client_policy.policy_type_id', $policy_type_id);
- }
-
- if ($issuer != 0) {
- $builder->where('policy_transaction.issuer', $issuer);
- }
-
- if ($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0) {
-
- $fromDate = date('Y-m-d', strtotime('-90 days'));
- $toDate = date('Y-m-d 23:59:59');
-
- $builder->where('policy_transaction.created_at >=', $fromDate)
- ->where('policy_transaction.created_at <=', $toDate);
- }
-
- $builder->orderBy('policy_transaction.id', 'desc');
-
- return $builder->get()->getResultArray();
- }
-
- // BDS Report NEW Functin for QUERY
- // public function getBDSReportList($client_id, $policy_id, $branch_id, $issuer)
-
- // public function getBDSReportList($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $client_branch_id = 0, $insurer_branch_id = 0, $client_policy_id = 0)
- // {
-
- // $date_condition = '';
- // if($date_type == 'statement_month' && $start_date != 0 && $end_date != 0) {
- // $date_condition = "
- // AND insurer_statements.month >= '".$start_date ."'
- // AND insurer_statements.month <= '".$end_date ."'
- // ";
- // }
-
- // $builder = $this->db->table('policy_transaction')
- // ->select("
- // policy_transaction.*,
- // DATE_FORMAT(policy_transaction.policy_issue_date, '%d %b %Y') AS policy_issue_date,
- // DATE_FORMAT(
- // IF(policy_transaction.month IS NULL,
- // policy_transaction.policy_issue_date,
- // policy_transaction.month),
- // '%b %Y') AS policy_issue_month,
- // CASE
- // WHEN clients.client_type = 1 THEN 'Group'
- // WHEN clients.client_type = 2 THEN 'Retail'
- // ELSE '-'
- // END AS client_type,
- // CASE
- // WHEN policy_transaction.revenue_type = 'NA' THEN 'Fresh'
- // ELSE 'Renewal'
- // END AS revenue_type,
- // CASE
- // WHEN policy_transaction.action_type = 'inception' THEN 'Policy'
- // ELSE 'Endorsement'
- // END AS action_type,
- // clients.client_name AS client_name,
- // clients.short_name AS client_short_name,
- // client_branch.branch_name AS client_branch_name,
- // client_branch.address1 AS client_address,
- // policy_type.policy_type,
- // policy_type.bap,
- // insurers.name AS insurer_name,
- // insurers.short_name AS insurer_short_name,
- // insurer_branch.branch_name AS insurer_branch_name,
- // insurer_branch.branch_code AS insurer_branch_code,
- // user_profiles.first_name as user_name,
- // vehicle.vehicle_no,
- // tpa.name as tpa_name,
- // pt_co_share_details.remark as remarks,
- // pt_co_share_details.bp_amt,
- // pt_co_share_details.exp_amt,
- // pt_co_share_details.id as pt_id,
- // sales_user.first_name as salse_person_name,
- // service_user.first_name as service_person_name,
-
- // ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) AS premium_wo_gst,
-
- // ROUND((ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) * 18 / 100), 2) AS gst_amount,
-
- // ROUND((ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) + ROUND((ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) * 18 / 100), 2)), 2) AS total_premium,
-
- // ROUND((pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) AS tp_or_ter,
-
- // DATEDIFF(policy_transaction.policy_end_date, CURDATE()) AS days,
-
- // (pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per) AS agreed_tp_or_ter_per,
-
- // pt_co_share_details.agreed_bp_per,
- // ROUND(
- // (
- // SELECT
- // (
- // SUM(co_share_stmt_details.actual_bp_brokerage_amt) +
- // SUM(co_share_stmt_details.actual_tp_brokerage_amt) +
- // SUM(co_share_stmt_details.actual_tep_brokerage_amt) +
- // SUM(co_share_stmt_details.reward)
-
- // ) AS total_irda_amt
- // FROM
- // co_share_stmt_details
- // JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
- // WHERE
- // co_share_stmt_details.co_share_id = pt_co_share_details.id
- // AND co_share_stmt_details.is_active = 1
- // AND insurer_statements.is_active = 1
- // $date_condition
- // ),
- // 2
- // ) AS total_irda_amt,
- // ROUND(
- // (
- // SELECT
- // (
- // SUM(co_share_stmt_details.reward)
-
- // ) AS reward
- // FROM
- // co_share_stmt_details
- // JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
- // WHERE
- // co_share_stmt_details.co_share_id = pt_co_share_details.id
- // AND co_share_stmt_details.is_active = 1
- // AND insurer_statements.is_active = 1
- // $date_condition
- // ),
- // 2
- // ) AS reward,
-
- // ROUND(
- // (
- // SELECT
- // SUM(
- // COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0) +
- // COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0) +
- // COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0) +
- // COALESCE(co_share_stmt_details.reward, 0)
- // ) AS total_irda_amt
- // FROM
- // co_share_stmt_details
- // JOIN pt_co_share_details AS pt_table ON co_share_stmt_details.co_share_id = pt_table.id
- // JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
- // WHERE
- // co_share_stmt_details.co_share_id = pt_co_share_details.id
- // AND co_share_stmt_details.is_active = 1
- // AND pt_table.is_active = 1
- // AND insurer_statements.is_active = 1
- // AND insurer_statements.invoice_status IS NOT NULL
- // $date_condition
-
- // ),
- // 2
- // ) AS billed_amt,
-
- // ROUND(
- // (
- // (
- // SELECT
- // SUM(
- // COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0)
- // + COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0)
- // + COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0)
- // + COALESCE(co_share_stmt_details.reward, 0)
- // )
- // FROM
- // co_share_stmt_details
- // JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
- // WHERE
- // co_share_stmt_details.co_share_id = pt_co_share_details.id
- // AND co_share_stmt_details.is_active = 1
- // $date_condition
- // )
- // -
- // (
- // SELECT
- // SUM(
- // COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0)
- // + COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0)
- // + COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0)
- // + COALESCE(co_share_stmt_details.reward, 0)
- // )
- // FROM
- // co_share_stmt_details
- // JOIN pt_co_share_details AS pt_table ON co_share_stmt_details.co_share_id = pt_table.id
- // JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
- // WHERE
- // co_share_stmt_details.co_share_id = pt_co_share_details.id
- // AND co_share_stmt_details.is_active = 1
- // AND pt_table.is_active = 1
- // AND insurer_statements.is_active = 1
- // AND insurer_statements.invoice_status IS NULL
- // $date_condition
- // )
- // ),
- // 2
- // ) AS unbilled_amt
-
- // ")
- // ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
- // // ->join('insurer_statements', 'pt_co_share_details.statement_id = insurer_statements.id', 'left')
- // ->join('clients', 'clients.id = policy_transaction.client_id')
- // ->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
- // ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
- // ->join('user_profiles', 'policy_transaction.created_by = user_profiles.id', 'left')
- // ->join('vehicle', 'policy_transaction.vehicle_id = vehicle.id', 'left')
- // ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
- // ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
- // ->join('insurer_branch', 'pt_co_share_details.insurer_branch_id = insurer_branch.id', 'left')
- // ->join('tpa', 'policy_transaction.tpa_id = tpa.id', 'left')
- // ->join('tpa_branch', 'policy_transaction.tpa_branch_id = tpa_branch.id', 'left')
- // ->join('user_profiles AS sales_user', 'policy_transaction.sales_generated_by = sales_user.id', 'left')
- // ->join('user_profiles AS service_user', 'policy_transaction.serviced_by = service_user.id', 'left')
- // ->where('policy_transaction.is_active', 1)
- // ->where('pt_co_share_details.is_active', 1);
-
- // // Check if the start date and end date are provided
- // if ($start_date != 0 && $end_date != 0 && $date_type != 0 && $date_type != 'statement_month') {
-
- // $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
- // $endDate = date('Y-m-d 23:59:59', strtotime($end_date));
-
- // $builder->where('policy_transaction.'.$date_type.'>=', $startDate)
- // ->where('policy_transaction.'.$date_type.'<=', $endDate);
-
- // }
-
- // // if($date_type == 'statement_month' && $start_date != 0 && $end_date != 0){
-
- // // $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
- // // $endDate = date('Y-m-d 23:59:59', strtotime($end_date));
- // // $builder->where('policy_transaction.month >=', $startDate)
- // // ->where('policy_transaction.month <=', $endDate);
- // // }
-
- // // Conditionally join insurer_statements if $date_type == 'statement_month'
- // if ($date_type == 'statement_month' && $start_date != 0 && $end_date != 0) {
- // $startDate = date('Y-m-d', strtotime($start_date));
- // $endDate = date('Y-m-d', strtotime($end_date));
-
- // $builder->join('co_share_stmt_details', 'pt_co_share_details.id = co_share_stmt_details.co_share_id', 'left')
- // ->join('insurer_statements', 'co_share_stmt_details.statement_id = insurer_statements.id','left')
- // ->where('insurer_statements.is_active', 1)
- // ->where('insurer_statements.month >=', $startDate)
- // ->where('insurer_statements.month <=', $endDate)
- // ->groupBy('co_share_stmt_details.co_share_id');
- // }
-
- // if ($client_id != 0) {
- // $builder->where('policy_transaction.client_id', $client_id);
- // }
-
- // if ($insurer_id != 0) {
- // $builder->where('policy_transaction.insurer_id', $insurer_id);
- // }
-
- // if ($client_branch_id != 0) {
- // $builder->where('policy_transaction.client_branch_id', $client_branch_id);
- // }
-
- // if ($insurer_branch_id != 0) {
- // $builder->where('policy_transaction.insurer_branch_id', $insurer_branch_id);
- // }
-
- // if ($client_policy_id != 0) {
- // $builder->where('policy_transaction.client_policy_id', $client_policy_id);
- // }
-
-
-
- // if ($policy_type_id != 0) {
- // $builder->where('client_policy.policy_type_id', $policy_type_id);
- // }
-
- // if ($issuer != 0) {
- // $builder->where('policy_transaction.issuer', $issuer);
- // }
-
- // if($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0){
-
- // $fromDate = date('Y-m-d', strtotime('-30 days'));
- // $toDate = date('Y-m-d 23:59:59');
-
- // $builder->where('policy_transaction.created_at >=', $fromDate)
- // ->where('policy_transaction.created_at <=', $toDate);
-
- // }
-
- // $builder->orderBy('policy_transaction.id', 'desc');
-
- // $result = $builder->get()->getResultArray();
-
- // // dd($this->db->getLastQuery());
-
- // return $result;
- // }
-
- public function getBDSReportList($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $client_branch_id = 0, $insurer_branch_id = 0, $client_policy_id = 0, $user_id = 0, $where = [])
- {
-
- $date_condition = '';
- if ($date_type == 'statement_month' && $start_date != 0 && $end_date != 0) {
- $date_condition = "
- AND insurer_statements.month >= '" . $start_date . "'
- AND insurer_statements.month <= '" . $end_date . "'
- ";
- }
-
- $builder = $this->db->table('policy_transaction')
- ->select("
- policy_transaction.*,
- DATE_FORMAT(policy_transaction.policy_issue_date, '%d %b %Y') AS policy_issue_date,
- DATE_FORMAT(
- IF(policy_transaction.month IS NULL,
- policy_transaction.policy_issue_date,
- policy_transaction.month),
- '%b %Y') AS policy_issue_month,
- CASE
- WHEN clients.client_type = 1 THEN 'Group'
- WHEN clients.client_type = 2 THEN 'Retail'
- ELSE '-'
- END AS client_type,
- CASE
- WHEN policy_transaction.revenue_type = 'NA' THEN 'Fresh'
- ELSE 'Renewal'
- END AS revenue_type,
- CASE
- WHEN policy_transaction.action_type = 'inception' THEN 'Policy'
- ELSE 'Endorsement'
- END AS action_type,
- clients.client_name AS client_name,
- clients.short_name AS client_short_name,
- client_branch.branch_name AS client_branch_name,
- client_branch.address1 AS client_address,
- policy_type.policy_type,
- policy_type.bap,
- insurers.name AS insurer_name,
- insurers.short_name AS insurer_short_name,
- insurer_branch.branch_name AS insurer_branch_name,
- insurer_branch.branch_code AS insurer_branch_code,
- user_profiles.first_name as user_name,
- vehicle.vehicle_no,
- tpa.name as tpa_name,
- pt_co_share_details.remark as remarks,
- pt_co_share_details.cop_amt as bp_amt,
- pt_co_share_details.exp_amt,
- pt_co_share_details.id as pt_id,
- sales_user.first_name as salse_person_name,
- service_user.first_name as service_person_name,
-
- ROUND((pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt), 2) AS premium_wo_gst,
-
- ROUND((ROUND((pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt), 2) * 18 / 100), 2) AS gst_amount,
-
- ROUND((ROUND((pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt), 2) + ROUND((ROUND((pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt), 2) * 18 / 100), 2)), 2) AS total_premium,
-
- ROUND((pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt), 2) AS tp_or_ter,
-
- DATEDIFF(policy_transaction.policy_end_date, CURDATE()) AS days,
-
- (pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per) AS agreed_tp_or_ter_per,
-
- pt_co_share_details.agreed_bp_per,
- ROUND(
- (
- SELECT
- (
- SUM(co_share_stmt_details.actual_bp_brokerage_amt) +
- SUM(co_share_stmt_details.actual_tp_brokerage_amt) +
- SUM(co_share_stmt_details.actual_tep_brokerage_amt) +
- SUM(co_share_stmt_details.reward)
-
- ) AS total_irda_amt
- FROM
- co_share_stmt_details
- JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
- WHERE
- co_share_stmt_details.co_share_id = pt_co_share_details.id
- AND co_share_stmt_details.is_active = 1
- AND insurer_statements.is_active = 1
- $date_condition
- ),
- 2
- ) AS total_irda_amt,
- ROUND(
- (
- SELECT
- (
- SUM(co_share_stmt_details.reward)
-
- ) AS reward
- FROM
- co_share_stmt_details
- JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
- WHERE
- co_share_stmt_details.co_share_id = pt_co_share_details.id
- AND co_share_stmt_details.is_active = 1
- AND insurer_statements.is_active = 1
- $date_condition
- ),
- 2
- ) AS reward,
-
- ROUND(
- (
- SELECT
- SUM(
- COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0) +
- COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0) +
- COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0) +
- COALESCE(co_share_stmt_details.reward, 0)
- ) AS total_irda_amt
- FROM
- co_share_stmt_details
- JOIN pt_co_share_details AS pt_table ON co_share_stmt_details.co_share_id = pt_table.id
- JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
- WHERE
- co_share_stmt_details.co_share_id = pt_co_share_details.id
- AND co_share_stmt_details.is_active = 1
- AND pt_table.is_active = 1
- AND insurer_statements.is_active = 1
- AND insurer_statements.invoice_status IS NOT NULL
- $date_condition
-
- ),
- 2
- ) AS billed_amt,
-
- ROUND(
- (
- (
- SELECT
- SUM(
- COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0)
- + COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0)
- + COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0)
- + COALESCE(co_share_stmt_details.reward, 0)
- )
- FROM
- co_share_stmt_details
- JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
- WHERE
- co_share_stmt_details.co_share_id = pt_co_share_details.id
- AND co_share_stmt_details.is_active = 1
- $date_condition
- )
- -
- (
- SELECT
- SUM(
- COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0)
- + COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0)
- + COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0)
- + COALESCE(co_share_stmt_details.reward, 0)
- )
- FROM
- co_share_stmt_details
- JOIN pt_co_share_details AS pt_table ON co_share_stmt_details.co_share_id = pt_table.id
- JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
- WHERE
- co_share_stmt_details.co_share_id = pt_co_share_details.id
- AND co_share_stmt_details.is_active = 1
- AND pt_table.is_active = 1
- AND insurer_statements.is_active = 1
- AND insurer_statements.invoice_status IS NULL
- $date_condition
- )
- ),
- 2
- ) AS unbilled_amt,
- created_user.first_name as user_name,
- CASE
- WHEN pt_co_share_details.co_share_type IN (0, 1)
- THEN policy_transaction.policy_no
- WHEN pt_co_share_details.co_share_type > 1
- THEN CASE
- WHEN pt_co_share_details.follower_policy_no IS NULL
- OR pt_co_share_details.follower_policy_no = ''
- THEN policy_transaction.policy_no
- ELSE pt_co_share_details.follower_policy_no
- END
- ELSE policy_transaction.policy_no
- END AS policy_no
- ")
- ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
- // ->join('insurer_statements', 'pt_co_share_details.statement_id = insurer_statements.id', 'left')
- ->join('clients', 'clients.id = policy_transaction.client_id')
- ->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
- ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
- ->join('user_profiles', 'policy_transaction.created_by = user_profiles.id', 'left')
- ->join('vehicle', 'policy_transaction.vehicle_id = vehicle.id', 'left')
- ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
- ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
- ->join('insurer_branch', 'pt_co_share_details.insurer_branch_id = insurer_branch.id', 'left')
- ->join('tpa', 'policy_transaction.tpa_id = tpa.id', 'left')
- ->join('tpa_branch', 'policy_transaction.tpa_branch_id = tpa_branch.id', 'left')
- ->join('user_profiles AS sales_user', 'policy_transaction.sales_generated_by = sales_user.id', 'left')
- ->join('user_profiles AS service_user', 'policy_transaction.serviced_by = service_user.id', 'left')
- ->join('user_profiles AS created_user', 'policy_transaction.created_by = created_user.id', 'left')
- ->where('policy_transaction.is_active', 1)
- ->where('pt_co_share_details.is_active', 1);
-
- if (
- (!in_array(get_role_id(), [1, 5])) &&
- !(
- in_array(MANAGEMENT_TEAM_ID, user_team()) ||
- in_array(FINANCE_TEAM_ID, user_team()) ||
- in_array(BUSINESS_TEAM_ID, user_team())
- )
- ) {
- if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
- $builder->where('policy_transaction.created_by', get_session_userid());
+ SELECT
+ (SUM(inv_payment_details.inv_amt) + SUM(inv_payment_details.tds)) AS realization_amount
+ FROM
+ inv_payment_details
+ WHERE
+ inv_payment_details.statement_id = insurer_statements.id
+ AND inv_payment_details.is_active = 1
+
+ ) AS realization_amount,
+
+ ROUND(
+ insurer_statements.invoice_amount -
+ (
+ SELECT
+ (SUM(inv_payment_details.inv_amt) + SUM(inv_payment_details.tds))
+ FROM
+ inv_payment_details
+ WHERE
+ inv_payment_details.statement_id = insurer_statements.id
+ AND inv_payment_details.is_active = 1
+ ),
+ 2) AS outstanding_amount,
+
+ (
+ SELECT
+ GROUP_CONCAT(inv_payment_details.utr_no SEPARATOR ', ') AS utr_numbers
+ FROM
+ inv_payment_details
+ WHERE
+ inv_payment_details.statement_id = insurer_statements.id
+ AND inv_payment_details.is_active = 1
+ ) AS utr_numbers,
+
+ (
+ SELECT
+ GROUP_CONCAT(inv_payment_details.received_date SEPARATOR ', ') AS payment_dates
+ FROM
+ inv_payment_details
+ WHERE
+ inv_payment_details.statement_id = insurer_statements.id
+ AND inv_payment_details.is_active = 1
+ ) AS payment_dates
+
+ ")
+ ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
+ ->join('insurer_statements', 'pt_co_share_details.statement_id = insurer_statements.id', 'left')
+ ->join('clients', 'clients.id = policy_transaction.client_id')
+ ->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
+ ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
+ ->join('user_profiles', 'policy_transaction.created_by = user_profiles.id', 'left')
+ ->join('vehicle', 'policy_transaction.vehicle_id = vehicle.id', 'left')
+ ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
+ ->join('insurers', 'policy_transaction.insurer_id = insurers.id', 'left')
+ ->join('insurer_branch', 'policy_transaction.insurer_branch_id = insurer_branch.id', 'left')
+ ->join('tpa', 'policy_transaction.tpa_id = tpa.id', 'left')
+ ->join('tpa_branch', 'policy_transaction.tpa_branch_id = tpa_branch.id', 'left')
+ ->join('user_profiles AS sales_user', 'policy_transaction.sales_generated_by = sales_user.id', 'left')
+ ->join('user_profiles AS service_user', 'policy_transaction.serviced_by = service_user.id', 'left')
+ ->where('policy_transaction.is_active', 1);
+
+ // Check if the start date and end date are provided
+ if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
+
+ $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
+ $endDate = date('Y-m-d 23:59:59', strtotime($end_date));
+
+ $builder->where('policy_transaction.' . $date_type . '>=', $startDate)
+ ->where('policy_transaction.' . $date_type . '<=', $endDate);
+ } else {
+
+ // $fromDate = date('Y-m-d', strtotime('-30 days'));
+ // $toDate = date('Y-m-d 23:59:59');
+
+ // $builder->where('policy_transaction.created_at >=', $fromDate)
+ // ->where('policy_transaction.created_at <=', $toDate);
}
- }
- if (!empty($where)) {
- log_message('info', 'Where condition: ' . json_encode($where));
- $builder->where($where);
- }
- // Check if the start date and end date are provided
- if ($start_date != 0 && $end_date != 0 && $date_type != 0 && $date_type != 'statement_month') {
- $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
- $endDate = date('Y-m-d 23:59:59', strtotime($end_date));
+ if ($client_id != 0) {
+ $builder->where('policy_transaction.client_id', $client_id);
+ }
- $builder->where('policy_transaction.' . $date_type . '>=', $startDate)
- ->where('policy_transaction.' . $date_type . '<=', $endDate);
- }
+ if ($insurer_id != 0) {
+ $builder->where('policy_transaction.insurer_id', $insurer_id);
+ }
- // if($date_type == 'statement_month' && $start_date != 0 && $end_date != 0){
+ if ($policy_type_id != 0) {
+ $builder->where('client_policy.policy_type_id', $policy_type_id);
+ }
- // $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
- // $endDate = date('Y-m-d 23:59:59', strtotime($end_date));
- // $builder->where('policy_transaction.month >=', $startDate)
- // ->where('policy_transaction.month <=', $endDate);
- // }
+ if ($issuer != 0) {
+ $builder->where('policy_transaction.issuer', $issuer);
+ }
- // Conditionally join insurer_statements if $date_type == 'statement_month'
- if ($date_type == 'statement_month' && $start_date != 0 && $end_date != 0) {
- $startDate = date('Y-m-d', strtotime($start_date));
- $endDate = date('Y-m-d', strtotime($end_date));
+ if ($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0) {
- $builder->join('co_share_stmt_details', 'pt_co_share_details.id = co_share_stmt_details.co_share_id', 'left')
- ->join('insurer_statements', 'co_share_stmt_details.statement_id = insurer_statements.id', 'left')
- ->where('insurer_statements.is_active', 1)
- ->where('insurer_statements.month >=', $startDate)
- ->where('insurer_statements.month <=', $endDate)
- ->groupBy('co_share_stmt_details.co_share_id');
- }
+ $fromDate = date('Y-m-d', strtotime('-90 days'));
+ $toDate = date('Y-m-d 23:59:59');
- if ($client_id != 0) {
- $builder->where('policy_transaction.client_id', $client_id);
- }
-
- if ($insurer_id != 0) {
- $builder->where('policy_transaction.insurer_id', $insurer_id);
- }
-
- if ($client_branch_id != 0) {
- $builder->where('policy_transaction.client_branch_id', $client_branch_id);
- }
-
- if ($insurer_branch_id != 0) {
- $builder->where('policy_transaction.insurer_branch_id', $insurer_branch_id);
- }
-
- if ($client_policy_id != 0) {
- $builder->where('policy_transaction.client_policy_id', $client_policy_id);
- }
-
- if ($user_id != 0) {
- $builder->where('policy_transaction.created_by', $user_id);
- }
-
-
-
- if ($policy_type_id != 0) {
- $builder->where('client_policy.policy_type_id', $policy_type_id);
- }
-
- if ($issuer != 0) {
- $builder->where('policy_transaction.issuer', $issuer);
- }
-
- if ($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0) {
-
- $fromDate = date('Y-m-d', strtotime('-90 days'));
- $toDate = date('Y-m-d 23:59:59');
-
- if (empty($where)) {
$builder->where('policy_transaction.created_at >=', $fromDate)
->where('policy_transaction.created_at <=', $toDate);
}
+
+ $builder->orderBy('policy_transaction.id', 'desc');
+
+ return $builder->get()->getResultArray();
}
- $builder->orderBy('policy_transaction.id', 'desc');
+ // BDS Report NEW Functin for QUERY
+ // public function getBDSReportList($client_id, $policy_id, $branch_id, $issuer)
- $result = $builder->get()->getResultArray();
+ // public function getBDSReportList($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $client_branch_id = 0, $insurer_branch_id = 0, $client_policy_id = 0)
+ // {
- // dd($this->db->getLastQuery());
+ // $date_condition = '';
+ // if($date_type == 'statement_month' && $start_date != 0 && $end_date != 0) {
+ // $date_condition = "
+ // AND insurer_statements.month >= '".$start_date ."'
+ // AND insurer_statements.month <= '".$end_date ."'
+ // ";
+ // }
- return $result;
- }
+ // $builder = $this->db->table('policy_transaction')
+ // ->select("
+ // policy_transaction.*,
+ // DATE_FORMAT(policy_transaction.policy_issue_date, '%d %b %Y') AS policy_issue_date,
+ // DATE_FORMAT(
+ // IF(policy_transaction.month IS NULL,
+ // policy_transaction.policy_issue_date,
+ // policy_transaction.month),
+ // '%b %Y') AS policy_issue_month,
+ // CASE
+ // WHEN clients.client_type = 1 THEN 'Group'
+ // WHEN clients.client_type = 2 THEN 'Retail'
+ // ELSE '-'
+ // END AS client_type,
+ // CASE
+ // WHEN policy_transaction.revenue_type = 'NA' THEN 'Fresh'
+ // ELSE 'Renewal'
+ // END AS revenue_type,
+ // CASE
+ // WHEN policy_transaction.action_type = 'inception' THEN 'Policy'
+ // ELSE 'Endorsement'
+ // END AS action_type,
+ // clients.client_name AS client_name,
+ // clients.short_name AS client_short_name,
+ // client_branch.branch_name AS client_branch_name,
+ // client_branch.address1 AS client_address,
+ // policy_type.policy_type,
+ // policy_type.bap,
+ // insurers.name AS insurer_name,
+ // insurers.short_name AS insurer_short_name,
+ // insurer_branch.branch_name AS insurer_branch_name,
+ // insurer_branch.branch_code AS insurer_branch_code,
+ // user_profiles.first_name as user_name,
+ // vehicle.vehicle_no,
+ // tpa.name as tpa_name,
+ // pt_co_share_details.remark as remarks,
+ // pt_co_share_details.bp_amt,
+ // pt_co_share_details.exp_amt,
+ // pt_co_share_details.id as pt_id,
+ // sales_user.first_name as salse_person_name,
+ // service_user.first_name as service_person_name,
- // public function getInceptionTranctionListData($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
- // {
- // // dd($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $status);
- // $builder = $this->db->table('policy_transaction')
- // ->select('
- // policy_transaction.*,
- // clients.short_name AS client_short_name,
- // clients.client_code,
- // clients.client_type,
- // clients.client_name,
- // client_branch.branch_name AS client_branch_name,
- // insurers.name AS insurer_name,
- // insurers.short_name AS insurer_short_name,
- // policy_type.policy_type,
- // pt_co_share_details.agreed_amt AS amount,
- // pt_co_share_details.bp_amt AS bp,
- // pt_co_share_details.tp_amt AS tp
- // ')
- // ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
- // ->join('clients', 'clients.id = policy_transaction.client_id', 'left')
- // ->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
- // ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
- // ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
- // ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
- // ->where('policy_transaction.is_active', 1)
- // ->where('policy_transaction.action_type', 'inception');
+ // ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) AS premium_wo_gst,
- // if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
+ // ROUND((ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) * 18 / 100), 2) AS gst_amount,
- // $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
- // $endDate = date('Y-m-d 23:59:59', strtotime($end_date));
+ // ROUND((ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) + ROUND((ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) * 18 / 100), 2)), 2) AS total_premium,
- // $builder->where('policy_transaction.'.$date_type.'>=', $startDate)
- // ->where('policy_transaction.'.$date_type.'<=', $endDate);
- // }else{
+ // ROUND((pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) AS tp_or_ter,
- // // $fromDate = date('Y-m-d', strtotime('-30 days'));
- // // $toDate = date('Y-m-d 23:59:59');
+ // DATEDIFF(policy_transaction.policy_end_date, CURDATE()) AS days,
- // // $builder->where('policy_transaction.created_at >=', $fromDate)
- // // ->where('policy_transaction.created_at <=', $toDate);
- // }
+ // (pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per) AS agreed_tp_or_ter_per,
- // if ($client_id != 0) {
- // $builder->where('policy_transaction.client_id', $client_id);
- // }
+ // pt_co_share_details.agreed_bp_per,
+ // ROUND(
+ // (
+ // SELECT
+ // (
+ // SUM(co_share_stmt_details.actual_bp_brokerage_amt) +
+ // SUM(co_share_stmt_details.actual_tp_brokerage_amt) +
+ // SUM(co_share_stmt_details.actual_tep_brokerage_amt) +
+ // SUM(co_share_stmt_details.reward)
- // if ($insurer_id != 0) {
- // $builder->where('policy_transaction.insurer_id', $insurer_id);
- // }
+ // ) AS total_irda_amt
+ // FROM
+ // co_share_stmt_details
+ // JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
+ // WHERE
+ // co_share_stmt_details.co_share_id = pt_co_share_details.id
+ // AND co_share_stmt_details.is_active = 1
+ // AND insurer_statements.is_active = 1
+ // $date_condition
+ // ),
+ // 2
+ // ) AS total_irda_amt,
+ // ROUND(
+ // (
+ // SELECT
+ // (
+ // SUM(co_share_stmt_details.reward)
- // if ($policy_type_id != 0) {
- // $builder->where('client_policy.policy_type_id', $policy_type_id);
- // }
+ // ) AS reward
+ // FROM
+ // co_share_stmt_details
+ // JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
+ // WHERE
+ // co_share_stmt_details.co_share_id = pt_co_share_details.id
+ // AND co_share_stmt_details.is_active = 1
+ // AND insurer_statements.is_active = 1
+ // $date_condition
+ // ),
+ // 2
+ // ) AS reward,
- // if ($issuer != 0) {
- // $builder->where('policy_transaction.issuer', $issuer);
- // }
- // if ($status != 0) {
- // $builder->where('policy_transaction.status', $status);
- // }
+ // ROUND(
+ // (
+ // SELECT
+ // SUM(
+ // COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0) +
+ // COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0) +
+ // COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0) +
+ // COALESCE(co_share_stmt_details.reward, 0)
+ // ) AS total_irda_amt
+ // FROM
+ // co_share_stmt_details
+ // JOIN pt_co_share_details AS pt_table ON co_share_stmt_details.co_share_id = pt_table.id
+ // JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
+ // WHERE
+ // co_share_stmt_details.co_share_id = pt_co_share_details.id
+ // AND co_share_stmt_details.is_active = 1
+ // AND pt_table.is_active = 1
+ // AND insurer_statements.is_active = 1
+ // AND insurer_statements.invoice_status IS NOT NULL
+ // $date_condition
- // if($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0){
+ // ),
+ // 2
+ // ) AS billed_amt,
- // $fromDate = date('Y-m-d', strtotime('-30 days'));
- // $toDate = date('Y-m-d 23:59:59');
+ // ROUND(
+ // (
+ // (
+ // SELECT
+ // SUM(
+ // COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0)
+ // + COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0)
+ // + COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0)
+ // + COALESCE(co_share_stmt_details.reward, 0)
+ // )
+ // FROM
+ // co_share_stmt_details
+ // JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
+ // WHERE
+ // co_share_stmt_details.co_share_id = pt_co_share_details.id
+ // AND co_share_stmt_details.is_active = 1
+ // $date_condition
+ // )
+ // -
+ // (
+ // SELECT
+ // SUM(
+ // COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0)
+ // + COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0)
+ // + COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0)
+ // + COALESCE(co_share_stmt_details.reward, 0)
+ // )
+ // FROM
+ // co_share_stmt_details
+ // JOIN pt_co_share_details AS pt_table ON co_share_stmt_details.co_share_id = pt_table.id
+ // JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
+ // WHERE
+ // co_share_stmt_details.co_share_id = pt_co_share_details.id
+ // AND co_share_stmt_details.is_active = 1
+ // AND pt_table.is_active = 1
+ // AND insurer_statements.is_active = 1
+ // AND insurer_statements.invoice_status IS NULL
+ // $date_condition
+ // )
+ // ),
+ // 2
+ // ) AS unbilled_amt
- // $builder->where('policy_transaction.created_at >=', $fromDate)
- // ->where('policy_transaction.created_at <=', $toDate);
+ // ")
+ // ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
+ // // ->join('insurer_statements', 'pt_co_share_details.statement_id = insurer_statements.id', 'left')
+ // ->join('clients', 'clients.id = policy_transaction.client_id')
+ // ->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
+ // ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
+ // ->join('user_profiles', 'policy_transaction.created_by = user_profiles.id', 'left')
+ // ->join('vehicle', 'policy_transaction.vehicle_id = vehicle.id', 'left')
+ // ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
+ // ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
+ // ->join('insurer_branch', 'pt_co_share_details.insurer_branch_id = insurer_branch.id', 'left')
+ // ->join('tpa', 'policy_transaction.tpa_id = tpa.id', 'left')
+ // ->join('tpa_branch', 'policy_transaction.tpa_branch_id = tpa_branch.id', 'left')
+ // ->join('user_profiles AS sales_user', 'policy_transaction.sales_generated_by = sales_user.id', 'left')
+ // ->join('user_profiles AS service_user', 'policy_transaction.serviced_by = service_user.id', 'left')
+ // ->where('policy_transaction.is_active', 1)
+ // ->where('pt_co_share_details.is_active', 1);
- // }
+ // // Check if the start date and end date are provided
+ // if ($start_date != 0 && $end_date != 0 && $date_type != 0 && $date_type != 'statement_month') {
- // $builder->orderBy('policy_transaction.id', 'desc')->limit(10);
+ // $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
+ // $endDate = date('Y-m-d 23:59:59', strtotime($end_date));
- // $result = $builder->get()->getResultArray();
+ // $builder->where('policy_transaction.'.$date_type.'>=', $startDate)
+ // ->where('policy_transaction.'.$date_type.'<=', $endDate);
- // // dd($this->db->getLastQuery());
+ // }
- // return $result;
- // }
+ // // if($date_type == 'statement_month' && $start_date != 0 && $end_date != 0){
- public function getInceptionTranctionListData($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0, $where = null)
- {
- $builder = $this->db->table('policy_transaction')
- ->select("
- policy_transaction.*,
- clients.short_name AS client_short_name,
- clients.client_code,
- clients.client_type,
- clients.client_name,
- client_branch.branch_name AS client_branch_name,
- insurers.name AS insurer_name,
- insurers.short_name AS insurer_short_name,
- policy_type.policy_type,
- pt_co_share_details.agreed_amt AS amount,
- pt_co_share_details.bp_amt AS bp,
- pt_co_share_details.tp_amt AS tp,
- clients.pan,
- DATE_FORMAT(policy_transaction.created_at, '%d %b %Y %h:%i %p') AS created_at,
- user_profiles.first_name as user_name,
- CASE
- WHEN pt_co_share_details.co_share_type IN (0, 1)
- THEN policy_transaction.policy_no
- WHEN pt_co_share_details.co_share_type > 1
- THEN CASE
- WHEN pt_co_share_details.follower_policy_no IS NULL
- OR pt_co_share_details.follower_policy_no = ''
- THEN policy_transaction.policy_no
- ELSE pt_co_share_details.follower_policy_no
- END
- ELSE policy_transaction.policy_no
- END AS policy_no
- ")
- ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
- ->join('clients', 'clients.id = policy_transaction.client_id', 'left')
- ->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
- ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
- ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
- ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
- ->join('user_profiles', 'policy_transaction.created_by = user_profiles.id', 'left')
- ->where('policy_transaction.is_active', 1)
- ->where('policy_transaction.action_type', 'inception');
+ // // $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
+ // // $endDate = date('Y-m-d 23:59:59', strtotime($end_date));
+ // // $builder->where('policy_transaction.month >=', $startDate)
+ // // ->where('policy_transaction.month <=', $endDate);
+ // // }
- if (
- (!in_array(get_role_id(), [1, 5])) &&
- !(
- in_array(MANAGEMENT_TEAM_ID, user_team()) ||
- in_array(FINANCE_TEAM_ID, user_team()) ||
- in_array(BUSINESS_TEAM_ID, user_team())
- )
- ) {
- if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
- $builder->where('policy_transaction.created_by', get_session_userid());
+ // // Conditionally join insurer_statements if $date_type == 'statement_month'
+ // if ($date_type == 'statement_month' && $start_date != 0 && $end_date != 0) {
+ // $startDate = date('Y-m-d', strtotime($start_date));
+ // $endDate = date('Y-m-d', strtotime($end_date));
+
+ // $builder->join('co_share_stmt_details', 'pt_co_share_details.id = co_share_stmt_details.co_share_id', 'left')
+ // ->join('insurer_statements', 'co_share_stmt_details.statement_id = insurer_statements.id','left')
+ // ->where('insurer_statements.is_active', 1)
+ // ->where('insurer_statements.month >=', $startDate)
+ // ->where('insurer_statements.month <=', $endDate)
+ // ->groupBy('co_share_stmt_details.co_share_id');
+ // }
+
+ // if ($client_id != 0) {
+ // $builder->where('policy_transaction.client_id', $client_id);
+ // }
+
+ // if ($insurer_id != 0) {
+ // $builder->where('policy_transaction.insurer_id', $insurer_id);
+ // }
+
+ // if ($client_branch_id != 0) {
+ // $builder->where('policy_transaction.client_branch_id', $client_branch_id);
+ // }
+
+ // if ($insurer_branch_id != 0) {
+ // $builder->where('policy_transaction.insurer_branch_id', $insurer_branch_id);
+ // }
+
+ // if ($client_policy_id != 0) {
+ // $builder->where('policy_transaction.client_policy_id', $client_policy_id);
+ // }
+
+
+
+ // if ($policy_type_id != 0) {
+ // $builder->where('client_policy.policy_type_id', $policy_type_id);
+ // }
+
+ // if ($issuer != 0) {
+ // $builder->where('policy_transaction.issuer', $issuer);
+ // }
+
+ // if($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0){
+
+ // $fromDate = date('Y-m-d', strtotime('-30 days'));
+ // $toDate = date('Y-m-d 23:59:59');
+
+ // $builder->where('policy_transaction.created_at >=', $fromDate)
+ // ->where('policy_transaction.created_at <=', $toDate);
+
+ // }
+
+ // $builder->orderBy('policy_transaction.id', 'desc');
+
+ // $result = $builder->get()->getResultArray();
+
+ // // dd($this->db->getLastQuery());
+
+ // return $result;
+ // }
+
+ public function getBDSReportList($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $client_branch_id = 0, $insurer_branch_id = 0, $client_policy_id = 0, $user_id = 0, $where = [])
+ {
+
+ $date_condition = '';
+ if ($date_type == 'statement_month' && $start_date != 0 && $end_date != 0) {
+ $date_condition = "
+ AND insurer_statements.month >= '" . $start_date . "'
+ AND insurer_statements.month <= '" . $end_date . "'
+ ";
}
- }
- // Optimize Date Filtering
- if (!empty($start_date) && !empty($end_date) && !empty($date_type)) {
- $builder->where("policy_transaction.$date_type >=", date('Y-m-d 00:00:00', strtotime($start_date)))
- ->where("policy_transaction.$date_type <=", date('Y-m-d 23:59:59', strtotime($end_date)));
- }
-
- // Apply Filters Only When Necessary
- if (!empty($client_id)) {
- $builder->where('policy_transaction.client_id', $client_id);
- }
- if (!empty($insurer_id)) {
- $builder->where('policy_transaction.insurer_id', $insurer_id);
- }
- if (!empty($policy_type_id)) {
- $builder->where('client_policy.policy_type_id', $policy_type_id);
- }
- if (!empty($issuer)) {
- $builder->where('policy_transaction.issuer', $issuer);
- }
- if (!empty($status)) {
- $builder->where('policy_transaction.status', $status);
- }
-
- // Default to Last 30 Days if No Filters Are Applied
- if (empty($client_id) && empty($insurer_id) && empty($policy_type_id) && empty($date_type) && empty($issuer) && empty($where)) {
- $fromDate = date('Y-m-d', strtotime('-90 days'));
- $toDate = date('Y-m-d 23:59:59');
-
- $builder->where('policy_transaction.created_at >=', $fromDate)
- ->where('policy_transaction.created_at <=', $toDate);
- }
-
- if (!empty($where)) {
- $builder->whereIn('policy_transaction.id', $where);
- }
-
- // Optimize Query Execution
- $builder->orderBy('policy_transaction.id', 'desc');
- $data = $builder->get()->getResultArray();
- return $data;
- }
-
-
- public function getEndorsementTranctionListData($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
- {
- // dd($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $status);
- $builder = $this->db->table('policy_transaction')
- ->select("
- policy_transaction.*,
- clients.short_name as client_short_name,
- clients.client_code,
- client_branch.branch_name as client_branch_name,
+ $builder = $this->db->table('policy_transaction')
+ ->select("
+ policy_transaction.*,
+ DATE_FORMAT(policy_transaction.policy_issue_date, '%d %b %Y') AS policy_issue_date,
+ DATE_FORMAT(
+ IF(policy_transaction.month IS NULL,
+ policy_transaction.policy_issue_date,
+ policy_transaction.month),
+ '%b %Y') AS policy_issue_month,
+ CASE
+ WHEN clients.client_type = 1 THEN 'Group'
+ WHEN clients.client_type = 2 THEN 'Retail'
+ ELSE '-'
+ END AS client_type,
+ CASE
+ WHEN policy_transaction.revenue_type = 'NA' THEN 'Fresh'
+ ELSE 'Renewal'
+ END AS revenue_type,
+ CASE
+ WHEN policy_transaction.action_type = 'inception' THEN 'Policy'
+ ELSE 'Endorsement'
+ END AS action_type,
+ clients.client_name AS client_name,
+ clients.short_name AS client_short_name,
+ client_branch.branch_name AS client_branch_name,
+ client_branch.address1 AS client_address,
+ policy_type.policy_type,
+ policy_type.bap,
insurers.name AS insurer_name,
insurers.short_name AS insurer_short_name,
- policy_type.policy_type ,
+ insurer_branch.branch_name AS insurer_branch_name,
+ insurer_branch.branch_code AS insurer_branch_code,
+ user_profiles.first_name as user_name,
+ vehicle.vehicle_no,
+ tpa.name as tpa_name,
+ pt_co_share_details.remark as remarks,
+ pt_co_share_details.cop_amt as bp_amt,
+ pt_co_share_details.exp_amt,
+ pt_co_share_details.id as pt_id,
+ sales_user.first_name as salse_person_name,
+ service_user.first_name as service_person_name,
+
+ ROUND((pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt), 2) AS premium_wo_gst,
+
+ ROUND((ROUND((pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt), 2) * 18 / 100), 2) AS gst_amount,
+
+ ROUND((ROUND((pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt), 2) + ROUND((ROUND((pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt), 2) * 18 / 100), 2)), 2) AS total_premium,
+
+ ROUND((pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt), 2) AS tp_or_ter,
+
+ DATEDIFF(policy_transaction.policy_end_date, CURDATE()) AS days,
+
+ (pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per) AS agreed_tp_or_ter_per,
+
+ pt_co_share_details.agreed_bp_per,
+ ROUND(
+ (
+ SELECT
+ (
+ SUM(co_share_stmt_details.actual_bp_brokerage_amt) +
+ SUM(co_share_stmt_details.actual_tp_brokerage_amt) +
+ SUM(co_share_stmt_details.actual_tep_brokerage_amt) +
+ SUM(co_share_stmt_details.reward)
+
+ ) AS total_irda_amt
+ FROM
+ co_share_stmt_details
+ JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
+ WHERE
+ co_share_stmt_details.co_share_id = pt_co_share_details.id
+ AND co_share_stmt_details.is_active = 1
+ AND insurer_statements.is_active = 1
+ $date_condition
+ ),
+ 2
+ ) AS total_irda_amt,
+ ROUND(
+ (
+ SELECT
+ (
+ SUM(co_share_stmt_details.reward)
+
+ ) AS reward
+ FROM
+ co_share_stmt_details
+ JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
+ WHERE
+ co_share_stmt_details.co_share_id = pt_co_share_details.id
+ AND co_share_stmt_details.is_active = 1
+ AND insurer_statements.is_active = 1
+ $date_condition
+ ),
+ 2
+ ) AS reward,
+
+ ROUND(
+ (
+ SELECT
+ SUM(
+ COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0) +
+ COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0) +
+ COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0) +
+ COALESCE(co_share_stmt_details.reward, 0)
+ ) AS total_irda_amt
+ FROM
+ co_share_stmt_details
+ JOIN pt_co_share_details AS pt_table ON co_share_stmt_details.co_share_id = pt_table.id
+ JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
+ WHERE
+ co_share_stmt_details.co_share_id = pt_co_share_details.id
+ AND co_share_stmt_details.is_active = 1
+ AND pt_table.is_active = 1
+ AND insurer_statements.is_active = 1
+ AND insurer_statements.invoice_status IS NOT NULL
+ $date_condition
+
+ ),
+ 2
+ ) AS billed_amt,
+
+ ROUND(
+ (
+ (
+ SELECT
+ SUM(
+ COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0)
+ + COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0)
+ + COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0)
+ + COALESCE(co_share_stmt_details.reward, 0)
+ )
+ FROM
+ co_share_stmt_details
+ JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
+ WHERE
+ co_share_stmt_details.co_share_id = pt_co_share_details.id
+ AND co_share_stmt_details.is_active = 1
+ $date_condition
+ )
+ -
+ (
+ SELECT
+ SUM(
+ COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0)
+ + COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0)
+ + COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0)
+ + COALESCE(co_share_stmt_details.reward, 0)
+ )
+ FROM
+ co_share_stmt_details
+ JOIN pt_co_share_details AS pt_table ON co_share_stmt_details.co_share_id = pt_table.id
+ JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
+ WHERE
+ co_share_stmt_details.co_share_id = pt_co_share_details.id
+ AND co_share_stmt_details.is_active = 1
+ AND pt_table.is_active = 1
+ AND insurer_statements.is_active = 1
+ AND insurer_statements.invoice_status IS NULL
+ $date_condition
+ )
+ ),
+ 2
+ ) AS unbilled_amt,
+ created_user.first_name as user_name,
CASE
WHEN pt_co_share_details.co_share_type IN (0, 1)
THEN policy_transaction.policy_no
@@ -1103,873 +780,1366 @@ class PolicyTransactionModel extends Model
ELSE policy_transaction.policy_no
END AS policy_no
")
- ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
- ->join('clients', 'policy_transaction.client_id = clients.id', 'left')
- ->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
- ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
- ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
- ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
- ->where('policy_transaction.is_active', 1)
- ->where('policy_transaction.action_type !=', 'inception');
+ ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
+ // ->join('insurer_statements', 'pt_co_share_details.statement_id = insurer_statements.id', 'left')
+ ->join('clients', 'clients.id = policy_transaction.client_id')
+ ->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
+ ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
+ ->join('user_profiles', 'policy_transaction.created_by = user_profiles.id', 'left')
+ ->join('vehicle', 'policy_transaction.vehicle_id = vehicle.id', 'left')
+ ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
+ ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
+ ->join('insurer_branch', 'pt_co_share_details.insurer_branch_id = insurer_branch.id', 'left')
+ ->join('tpa', 'policy_transaction.tpa_id = tpa.id', 'left')
+ ->join('tpa_branch', 'policy_transaction.tpa_branch_id = tpa_branch.id', 'left')
+ ->join('user_profiles AS sales_user', 'policy_transaction.sales_generated_by = sales_user.id', 'left')
+ ->join('user_profiles AS service_user', 'policy_transaction.serviced_by = service_user.id', 'left')
+ ->join('user_profiles AS created_user', 'policy_transaction.created_by = created_user.id', 'left')
+ ->where('policy_transaction.is_active', 1)
+ ->where('pt_co_share_details.is_active', 1);
- if (
- (!in_array(get_role_id(), [1, 5])) &&
- !(
- in_array(MANAGEMENT_TEAM_ID, user_team()) ||
- in_array(FINANCE_TEAM_ID, user_team()) ||
- in_array(BUSINESS_TEAM_ID, user_team())
- )
- ) {
- if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
- $builder->where('policy_transaction.created_by', get_session_userid());
+ if (
+ (!in_array(get_role_id(), [1, 5])) &&
+ !(
+ in_array(MANAGEMENT_TEAM_ID, user_team()) ||
+ in_array(FINANCE_TEAM_ID, user_team()) ||
+ in_array(BUSINESS_TEAM_ID, user_team())
+ )
+ ) {
+ if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
+ $builder->where('policy_transaction.created_by', get_session_userid());
+ }
}
+ if (!empty($where)) {
+ log_message('info', 'Where condition: ' . json_encode($where));
+ $builder->where($where);
+ }
+ // Check if the start date and end date are provided
+ if ($start_date != 0 && $end_date != 0 && $date_type != 0 && $date_type != 'statement_month') {
+
+ $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
+ $endDate = date('Y-m-d 23:59:59', strtotime($end_date));
+
+ $builder->where('policy_transaction.' . $date_type . '>=', $startDate)
+ ->where('policy_transaction.' . $date_type . '<=', $endDate);
+ }
+
+ // if($date_type == 'statement_month' && $start_date != 0 && $end_date != 0){
+
+ // $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
+ // $endDate = date('Y-m-d 23:59:59', strtotime($end_date));
+ // $builder->where('policy_transaction.month >=', $startDate)
+ // ->where('policy_transaction.month <=', $endDate);
+ // }
+
+ // Conditionally join insurer_statements if $date_type == 'statement_month'
+ if ($date_type == 'statement_month' && $start_date != 0 && $end_date != 0) {
+ $startDate = date('Y-m-d', strtotime($start_date));
+ $endDate = date('Y-m-d', strtotime($end_date));
+
+ $builder->join('co_share_stmt_details', 'pt_co_share_details.id = co_share_stmt_details.co_share_id', 'left')
+ ->join('insurer_statements', 'co_share_stmt_details.statement_id = insurer_statements.id', 'left')
+ ->where('insurer_statements.is_active', 1)
+ ->where('insurer_statements.month >=', $startDate)
+ ->where('insurer_statements.month <=', $endDate)
+ ->groupBy('co_share_stmt_details.co_share_id');
+ }
+
+ if ($client_id != 0) {
+ $builder->where('policy_transaction.client_id', $client_id);
+ }
+
+ if ($insurer_id != 0) {
+ $builder->where('policy_transaction.insurer_id', $insurer_id);
+ }
+
+ if ($client_branch_id != 0) {
+ $builder->where('policy_transaction.client_branch_id', $client_branch_id);
+ }
+
+ if ($insurer_branch_id != 0) {
+ $builder->where('policy_transaction.insurer_branch_id', $insurer_branch_id);
+ }
+
+ if ($client_policy_id != 0) {
+ $builder->where('policy_transaction.client_policy_id', $client_policy_id);
+ }
+
+ if ($user_id != 0) {
+ $builder->where('policy_transaction.created_by', $user_id);
+ }
+
+
+
+ if ($policy_type_id != 0) {
+ $builder->where('client_policy.policy_type_id', $policy_type_id);
+ }
+
+ if ($issuer != 0) {
+ $builder->where('policy_transaction.issuer', $issuer);
+ }
+
+ if ($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0) {
+
+ $fromDate = date('Y-m-d', strtotime('-90 days'));
+ $toDate = date('Y-m-d 23:59:59');
+
+ if (empty($where)) {
+ $builder->where('policy_transaction.created_at >=', $fromDate)
+ ->where('policy_transaction.created_at <=', $toDate);
+ }
+ }
+
+ $builder->orderBy('policy_transaction.id', 'desc');
+
+ $result = $builder->get()->getResultArray();
+
+ // dd($this->db->getLastQuery());
+
+ return $result;
+ }
+
+ // public function getInceptionTranctionListData($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
+ // {
+ // // dd($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $status);
+ // $builder = $this->db->table('policy_transaction')
+ // ->select('
+ // policy_transaction.*,
+ // clients.short_name AS client_short_name,
+ // clients.client_code,
+ // clients.client_type,
+ // clients.client_name,
+ // client_branch.branch_name AS client_branch_name,
+ // insurers.name AS insurer_name,
+ // insurers.short_name AS insurer_short_name,
+ // policy_type.policy_type,
+ // pt_co_share_details.agreed_amt AS amount,
+ // pt_co_share_details.bp_amt AS bp,
+ // pt_co_share_details.tp_amt AS tp
+ // ')
+ // ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
+ // ->join('clients', 'clients.id = policy_transaction.client_id', 'left')
+ // ->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
+ // ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
+ // ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
+ // ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
+ // ->where('policy_transaction.is_active', 1)
+ // ->where('policy_transaction.action_type', 'inception');
+
+ // if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
+
+ // $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
+ // $endDate = date('Y-m-d 23:59:59', strtotime($end_date));
+
+ // $builder->where('policy_transaction.'.$date_type.'>=', $startDate)
+ // ->where('policy_transaction.'.$date_type.'<=', $endDate);
+ // }else{
+
+ // // $fromDate = date('Y-m-d', strtotime('-30 days'));
+ // // $toDate = date('Y-m-d 23:59:59');
+
+ // // $builder->where('policy_transaction.created_at >=', $fromDate)
+ // // ->where('policy_transaction.created_at <=', $toDate);
+ // }
+
+ // if ($client_id != 0) {
+ // $builder->where('policy_transaction.client_id', $client_id);
+ // }
+
+ // if ($insurer_id != 0) {
+ // $builder->where('policy_transaction.insurer_id', $insurer_id);
+ // }
+
+ // if ($policy_type_id != 0) {
+ // $builder->where('client_policy.policy_type_id', $policy_type_id);
+ // }
+
+ // if ($issuer != 0) {
+ // $builder->where('policy_transaction.issuer', $issuer);
+ // }
+ // if ($status != 0) {
+ // $builder->where('policy_transaction.status', $status);
+ // }
+
+ // if($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0){
+
+ // $fromDate = date('Y-m-d', strtotime('-30 days'));
+ // $toDate = date('Y-m-d 23:59:59');
+
+ // $builder->where('policy_transaction.created_at >=', $fromDate)
+ // ->where('policy_transaction.created_at <=', $toDate);
+
+ // }
+
+ // $builder->orderBy('policy_transaction.id', 'desc')->limit(10);
+
+ // $result = $builder->get()->getResultArray();
+
+ // // dd($this->db->getLastQuery());
+
+ // return $result;
+ // }
+
+ public function getInceptionTranctionListData($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0, $where = null)
+ {
+ $builder = $this->db->table('policy_transaction')
+ ->select("
+ policy_transaction.*,
+ clients.short_name AS client_short_name,
+ clients.client_code,
+ clients.client_type,
+ clients.client_name,
+ client_branch.branch_name AS client_branch_name,
+ insurers.name AS insurer_name,
+ insurers.short_name AS insurer_short_name,
+ policy_type.policy_type,
+ pt_co_share_details.agreed_amt AS amount,
+ pt_co_share_details.bp_amt AS bp,
+ pt_co_share_details.tp_amt AS tp,
+ clients.pan,
+ DATE_FORMAT(policy_transaction.created_at, '%d %b %Y %h:%i %p') AS created_at,
+ user_profiles.first_name as user_name,
+ CASE
+ WHEN pt_co_share_details.co_share_type IN (0, 1)
+ THEN policy_transaction.policy_no
+ WHEN pt_co_share_details.co_share_type > 1
+ THEN CASE
+ WHEN pt_co_share_details.follower_policy_no IS NULL
+ OR pt_co_share_details.follower_policy_no = ''
+ THEN policy_transaction.policy_no
+ ELSE pt_co_share_details.follower_policy_no
+ END
+ ELSE policy_transaction.policy_no
+ END AS policy_no
+ ")
+ ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
+ ->join('clients', 'clients.id = policy_transaction.client_id', 'left')
+ ->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
+ ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
+ ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
+ ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
+ ->join('user_profiles', 'policy_transaction.created_by = user_profiles.id', 'left')
+ ->where('policy_transaction.is_active', 1)
+ ->where('policy_transaction.action_type', 'inception');
+
+ if (
+ (!in_array(get_role_id(), [1, 5])) &&
+ !(
+ in_array(MANAGEMENT_TEAM_ID, user_team()) ||
+ in_array(FINANCE_TEAM_ID, user_team()) ||
+ in_array(BUSINESS_TEAM_ID, user_team())
+ )
+ ) {
+ if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
+ $builder->where('policy_transaction.created_by', get_session_userid());
+ }
+ }
+
+ // Optimize Date Filtering
+ if (!empty($start_date) && !empty($end_date) && !empty($date_type)) {
+ $builder->where("policy_transaction.$date_type >=", date('Y-m-d 00:00:00', strtotime($start_date)))
+ ->where("policy_transaction.$date_type <=", date('Y-m-d 23:59:59', strtotime($end_date)));
+ }
+
+ // Apply Filters Only When Necessary
+ if (!empty($client_id)) {
+ $builder->where('policy_transaction.client_id', $client_id);
+ }
+ if (!empty($insurer_id)) {
+ $builder->where('policy_transaction.insurer_id', $insurer_id);
+ }
+ if (!empty($policy_type_id)) {
+ $builder->where('client_policy.policy_type_id', $policy_type_id);
+ }
+ if (!empty($issuer)) {
+ $builder->where('policy_transaction.issuer', $issuer);
+ }
+ if (!empty($status)) {
+ $builder->where('policy_transaction.status', $status);
+ }
+
+ // Default to Last 30 Days if No Filters Are Applied
+ if (empty($client_id) && empty($insurer_id) && empty($policy_type_id) && empty($date_type) && empty($issuer) && empty($where)) {
+ $fromDate = date('Y-m-d', strtotime('-90 days'));
+ $toDate = date('Y-m-d 23:59:59');
+
+ $builder->where('policy_transaction.created_at >=', $fromDate)
+ ->where('policy_transaction.created_at <=', $toDate);
+ }
+
+ if (!empty($where)) {
+ $builder->whereIn('policy_transaction.id', $where);
+ }
+
+ // Optimize Query Execution
+ $builder->orderBy('policy_transaction.id', 'desc');
+ $data = $builder->get()->getResultArray();
+ return $data;
}
- if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
-
- $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
- $endDate = date('Y-m-d 23:59:59', strtotime($end_date));
-
- $builder->where('policy_transaction.' . $date_type . '>=', $startDate)
- ->where('policy_transaction.' . $date_type . '<=', $endDate);
- } else {
-
- // $fromDate = date('Y-m-d', strtotime('-30 days'));
- // $toDate = date('Y-m-d 23:59:59');
-
- // $builder->where('policy_transaction.created_at >=', $fromDate)
- // ->where('policy_transaction.created_at <=', $toDate);
- }
-
- if ($client_id != 0) {
- $builder->where('policy_transaction.client_id', $client_id);
- }
-
- if ($insurer_id != 0) {
- $builder->where('policy_transaction.insurer_id', $insurer_id);
- }
-
- if ($policy_type_id != 0) {
- $builder->where('client_policy.policy_type_id', $policy_type_id);
- }
-
- if ($issuer != 0) {
- $builder->where('policy_transaction.issuer', $issuer);
- }
- if ($status != 0) {
- $builder->where('policy_transaction.status', $status);
- }
-
- if ($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0) {
-
- $fromDate = date('Y-m-d', strtotime('-90 days'));
- $toDate = date('Y-m-d 23:59:59');
-
- $builder->where('policy_transaction.created_at >=', $fromDate)
- ->where('policy_transaction.created_at <=', $toDate);
- }
-
- $builder->orderBy('policy_transaction.id', 'desc');
-
- return $builder->get()->getResultArray();
- }
-
- public function getVarienceReportLIst($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $client_branch_id = 0, $insurer_branch_id = 0, $client_policy_id = 0)
- {
- $builder = $this->db->table('policy_transaction')
- ->select("
-
- policy_transaction.id,
- clients.client_name,
- client_branch.branch_name as client_branch_name,
- insurers.name AS insurer_name,
- insurer_branch.branch_name AS insurer_branch_name,
- policy_type.policy_type,
- policy_transaction.policy_no,
- policy_transaction.endorsement_no,
-
- pt_co_share_details.exp_amt,
- pt_co_share_details.variance,
- ROUND ( (pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt),2) as original_premium,
- ROUND(
- (
- SELECT
- (
- SUM(co_share_stmt_details.actual_bp_amt) + SUM(co_share_stmt_details.actual_tp_amt) + SUM(co_share_stmt_details.actual_tep_amt)
- ) AS total_stmt_amt
- FROM
- co_share_stmt_details
- JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id and insurer_statements.is_active = 1
- WHERE
- co_share_stmt_details.co_share_id = pt_co_share_details.id
- AND co_share_stmt_details.is_active = 1
- ),
- 2
- ) AS statement_premium,
-
- COALESCE(
- (pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt), 0
- ) -
- COALESCE(
- (
- SELECT
- SUM(co_share_stmt_details.actual_bp_amt) +
- SUM(co_share_stmt_details.actual_tp_amt) +
- SUM(co_share_stmt_details.actual_tep_amt)
- FROM
- co_share_stmt_details
- JOIN
- insurer_statements
- ON
- co_share_stmt_details.statement_id = insurer_statements.id
- AND insurer_statements.is_active = 1
- WHERE
- co_share_stmt_details.co_share_id = pt_co_share_details.id
- AND co_share_stmt_details.is_active = 1
- ), 0
- ) AS premium_variance_amt,
-
-
- ROUND(
- (
- SELECT
- (
- SUM(co_share_stmt_details.actual_bp_brokerage_amt) + SUM(co_share_stmt_details.actual_tp_brokerage_amt) + SUM(co_share_stmt_details.actual_tep_brokerage_amt) + SUM(co_share_stmt_details.reward)
- ) AS total_irda_amt
- FROM
- co_share_stmt_details
- JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id and insurer_statements.is_active = 1
- WHERE
- co_share_stmt_details.co_share_id = pt_co_share_details.id
- AND co_share_stmt_details.is_active = 1
- ),
- 2
- ) AS statement_amount,
-
- ROUND(
- pt_co_share_details.exp_amt -
- (
- SELECT
- (
- SUM(co_share_stmt_details.actual_bp_brokerage_amt) +
- SUM(co_share_stmt_details.actual_tp_brokerage_amt) +
- SUM(co_share_stmt_details.actual_tep_brokerage_amt) + SUM(co_share_stmt_details.reward)
- )
- FROM co_share_stmt_details
- JOIN insurer_statements
- ON co_share_stmt_details.statement_id = insurer_statements.id and insurer_statements.is_active = 1
- WHERE
- co_share_stmt_details.co_share_id = pt_co_share_details.id
- AND co_share_stmt_details.is_active = 1
- ),
- 2
- ) AS variance_amt,
- CASE
- WHEN pt_co_share_details.co_share_type IN (0, 1)
- THEN policy_transaction.policy_no
- WHEN pt_co_share_details.co_share_type > 1
- THEN CASE
- WHEN pt_co_share_details.follower_policy_no IS NULL
- OR pt_co_share_details.follower_policy_no = ''
+ public function getEndorsementTranctionListData($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
+ {
+ // dd($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $status);
+ $builder = $this->db->table('policy_transaction')
+ ->select("
+ policy_transaction.*,
+ clients.short_name as client_short_name,
+ clients.client_code,
+ client_branch.branch_name as client_branch_name,
+ insurers.name AS insurer_name,
+ insurers.short_name AS insurer_short_name,
+ policy_type.policy_type ,
+ CASE
+ WHEN pt_co_share_details.co_share_type IN (0, 1)
THEN policy_transaction.policy_no
- ELSE pt_co_share_details.follower_policy_no
- END
- ELSE policy_transaction.policy_no
- END AS policy_no
- ")
- ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
- ->join('insurer_statements', 'pt_co_share_details.statement_id = insurer_statements.id', 'left')
- ->join('clients', 'clients.id = policy_transaction.client_id', 'left')
- ->join('client_branch', 'client_branch.id = policy_transaction.client_branch_id', 'left')
- ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
- ->join('insurer_branch', 'pt_co_share_details.insurer_branch_id = insurer_branch.id', 'left')
- ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
- ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
- ->where('policy_transaction.is_active', 1)
- ->where('pt_co_share_details.is_active', 1)
- // ->where('insurer_statements.is_active',1);
- // ->having('variance_amt IS NOT NULL')
- // ->having('variance_amt !=',0)
- // ->having('premium_variance_amt IS NOT NULL')
- // ->having('premium_variance_amt !=',0);
+ WHEN pt_co_share_details.co_share_type > 1
+ THEN CASE
+ WHEN pt_co_share_details.follower_policy_no IS NULL
+ OR pt_co_share_details.follower_policy_no = ''
+ THEN policy_transaction.policy_no
+ ELSE pt_co_share_details.follower_policy_no
+ END
+ ELSE policy_transaction.policy_no
+ END AS policy_no
+ ")
+ ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
+ ->join('clients', 'policy_transaction.client_id = clients.id', 'left')
+ ->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
+ ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
+ ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
+ ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
+ ->where('policy_transaction.is_active', 1)
+ ->where('policy_transaction.action_type !=', 'inception');
- // ->group_start()
- ->having('variance_amt IS NOT NULL')
- ->orHaving('variance_amt !=', 0)
- ->having('premium_variance_amt IS NOT NULL')
- ->orHaving('premium_variance_amt !=', 0);
- // ->group_end();
- // ->where('pt_co_share_details.actual_bp_brokerage_amt IS NOT NULL AND pt_co_share_details.actual_bp_brokerage_amt != 0');
- // ->where('pt_co_share_details.variance IS NOT NULL')
- // ->where('pt_co_share_details.variance !=', 0);
+ if (
+ (!in_array(get_role_id(), [1, 5])) &&
+ !(
+ in_array(MANAGEMENT_TEAM_ID, user_team()) ||
+ in_array(FINANCE_TEAM_ID, user_team()) ||
+ in_array(BUSINESS_TEAM_ID, user_team())
+ )
+ ) {
+ if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
+ $builder->where('policy_transaction.created_by', get_session_userid());
+ }
+ }
- if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
- $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
- $endDate = date('Y-m-d 23:59:59', strtotime($end_date));
+ if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
- $builder->where('policy_transaction.' . $date_type . '>=', $startDate)
- ->where('policy_transaction.' . $date_type . '<=', $endDate);
- } else {
+ $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
+ $endDate = date('Y-m-d 23:59:59', strtotime($end_date));
- $fromDate = date('Y-m-d', strtotime('-90 days'));
- $toDate = date('Y-m-d 23:59:59');
+ $builder->where('policy_transaction.' . $date_type . '>=', $startDate)
+ ->where('policy_transaction.' . $date_type . '<=', $endDate);
+ } else {
- $builder->where('policy_transaction.created_at >=', $fromDate)
- ->where('policy_transaction.created_at <=', $toDate);
+ // $fromDate = date('Y-m-d', strtotime('-30 days'));
+ // $toDate = date('Y-m-d 23:59:59');
+
+ // $builder->where('policy_transaction.created_at >=', $fromDate)
+ // ->where('policy_transaction.created_at <=', $toDate);
+ }
+
+ if ($client_id != 0) {
+ $builder->where('policy_transaction.client_id', $client_id);
+ }
+
+ if ($insurer_id != 0) {
+ $builder->where('policy_transaction.insurer_id', $insurer_id);
+ }
+
+ if ($policy_type_id != 0) {
+ $builder->where('client_policy.policy_type_id', $policy_type_id);
+ }
+
+ if ($issuer != 0) {
+ $builder->where('policy_transaction.issuer', $issuer);
+ }
+ if ($status != 0) {
+ $builder->where('policy_transaction.status', $status);
+ }
+
+ if ($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0) {
+
+ $fromDate = date('Y-m-d', strtotime('-90 days'));
+ $toDate = date('Y-m-d 23:59:59');
+
+ $builder->where('policy_transaction.created_at >=', $fromDate)
+ ->where('policy_transaction.created_at <=', $toDate);
+ }
+
+ $builder->orderBy('policy_transaction.id', 'desc');
+
+ return $builder->get()->getResultArray();
}
- if ($client_id != 0) {
- $builder->where('policy_transaction.client_id', $client_id);
- }
-
- if ($insurer_id != 0) {
- $builder->where('policy_transaction.insurer_id', $insurer_id);
- }
-
- if ($policy_type_id != 0) {
- $builder->where('client_policy.policy_type_id', $policy_type_id);
- }
-
- if ($issuer != 0) {
- $builder->where('policy_transaction.issuer', $issuer);
- }
-
- if ($client_branch_id != 0) {
- $builder->where('policy_transaction.client_branch_id', $client_branch_id);
- }
-
- if ($insurer_branch_id != 0) {
- $builder->where('policy_transaction.insurer_branch_id', $insurer_branch_id);
- }
-
- if ($client_policy_id != 0) {
- $builder->where('policy_transaction.client_policy_id', $client_policy_id);
- }
-
-
- $builder->orderBy('policy_transaction.id', 'desc');
-
- return $builder->get()->getResultArray();
- }
-
- public function getBusinessReportList($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
- {
- $dateThreshold = date('Y-m-d H:i:s', strtotime("- 3 days"));
- $builder = $this->db->table('policy_transaction')
- ->select([
- 'policy_transaction.id AS policy_trns_id',
- 'clients.client_name',
- 'insurers.name AS insurer_name',
- 'policy_type.policy_type',
- 'policy_transaction.endorsement_no',
- "CASE
- WHEN policy_transaction.action_type = 'inception' THEN 'I'
- ELSE 'E'
- END AS action_type",
- 'policy_transaction.action_type as action_type_full',
- 'pt_co_share_details.bp_amt',
- 'pt_co_share_details.tp_amt',
- 'pt_co_share_details.tep_amt',
- 'policy_transaction.status',
- 'CASE
- WHEN pt_co_share_details.co_share_type IN (0, 1)
- THEN policy_transaction.policy_no
- WHEN pt_co_share_details.co_share_type > 1
- THEN CASE
- WHEN pt_co_share_details.follower_policy_no IS NULL
- OR pt_co_share_details.follower_policy_no = ""
- THEN policy_transaction.policy_no
- ELSE pt_co_share_details.follower_policy_no
- END
- ELSE policy_transaction.policy_no
- END AS policy_no'
- ])
- ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
- ->join('clients', 'clients.id = policy_transaction.client_id', 'left')
- ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
- ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
- ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
- ->join(
- '(SELECT policy_tran_id, MAX(created_at) AS last_policy_status_change,is_active
- FROM policy_transaction_status
- WHERE is_active = 1
- GROUP BY policy_tran_id) th',
- 'policy_transaction.id = th.policy_tran_id'
-
- )
- ->where("th.last_policy_status_change <= '{$dateThreshold}'", null, false)
- ->where('policy_transaction.is_active', 1)
- ->where("policy_transaction.status is not null", null, false)
- ->whereNotIn("policy_transaction.status", ['completed'])
- // ->where('policy_transaction.status', 'completed')
- ->where('(pt_co_share_details.bp_amt IS NULL OR pt_co_share_details.bp_amt = 0)', null, false);
-
-
- if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
-
- $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
- $endDate = date('Y-m-d 23:59:59', strtotime($end_date));
-
- $builder->where('policy_transaction.' . $date_type . '>=', $startDate)
- ->where('policy_transaction.' . $date_type . '<=', $endDate);
- } else {
-
- $fromDate = date('Y-m-d', strtotime('-90 days'));
- $toDate = date('Y-m-d 23:59:59');
-
- $builder->where('policy_transaction.created_at >=', $fromDate)
- ->where('policy_transaction.created_at <=', $toDate);
- }
-
- if ($client_id != 0) {
- $builder->where('policy_transaction.client_id', $client_id);
- }
-
- if ($insurer_id != 0) {
- $builder->where('policy_transaction.insurer_id', $insurer_id);
- }
-
- if ($policy_type_id != 0) {
- $builder->where('client_policy.policy_type_id', $policy_type_id);
- }
-
- if ($issuer != 0) {
- $builder->where('policy_transaction.issuer', $issuer);
- }
-
- if ($status != 0) {
- $builder->where('policy_transaction.status', $status);
- }
-
- $builder->orderBy('policy_transaction.id', 'desc');
- // echo $builder->getCompiledSelect();
- // exit;
-
- $returnData = $builder->get()->getResultArray();
-
-
-
- // dd($returnData);
- return $returnData;
- }
-
- public function getFinanceReportList($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
- {
- $dateThreshold = date('Y-m-d H:i:s', strtotime("-90 days"));
-
- $builder = $this->db->table('policy_transaction')
- ->select("
- policy_transaction.id,
- clients.client_name,
- insurers.name AS insurer_name,
- policy_type.policy_type,
- policy_transaction.policy_no,
- policy_transaction.endorsement_no,
- CASE
- WHEN policy_transaction.action_type = 'inception' THEN 'I'
- ELSE 'E'
- END AS action_type,
- policy_transaction.action_type AS action_type_full,
- pt_co_share_details.exp_amt,
- pt_co_share_details.variance,
- policy_transaction.status,
- CASE
- WHEN pt_co_share_details.co_share_type IN (0, 1)
- THEN policy_transaction.policy_no
- WHEN pt_co_share_details.co_share_type > 1
- THEN CASE
- WHEN pt_co_share_details.follower_policy_no IS NULL
- OR pt_co_share_details.follower_policy_no = ''
- THEN policy_transaction.policy_no
- ELSE pt_co_share_details.follower_policy_no
- END
- ELSE policy_transaction.policy_no
- END AS policy_no
- ")
- ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
- ->join('clients', 'clients.id = policy_transaction.client_id', 'left')
- ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
- ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
- ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
- ->join(
- '(SELECT policy_tran_id, MAX(created_at) AS last_policy_status_change,is_active
- FROM policy_transaction_status
- WHERE is_active = 1
- GROUP BY policy_tran_id) th',
- 'policy_transaction.id = th.policy_tran_id'
-
- )
- ->where("th.last_policy_status_change <= '{$dateThreshold}'", null, false)
- ->where('policy_transaction.is_active', 1)
- // ->where('policy_transaction.status', 'completed')
- ->where('COALESCE(pt_co_share_details.agreed_bp_per, 0) + COALESCE(pt_co_share_details.agreed_tp_per, 0) + COALESCE(pt_co_share_details.agreed_tep_per, 0) = 0')
- ->where('COALESCE(pt_co_share_details.actual_bp_amt, 0) + COALESCE(pt_co_share_details.actual_tp_amt, 0) + COALESCE(pt_co_share_details.actual_tep_amt, 0) = 0')
- ->where('COALESCE(pt_co_share_details.actual_bp_brokerage_amt, 0) + COALESCE(pt_co_share_details.actual_tp_brokerage_amt, 0) + COALESCE(pt_co_share_details.actual_tep_brokerage_amt, 0) = 0')
- ->where("policy_transaction.status is not null", null, false)
- ->whereNotIn("policy_transaction.status", ['completed']);
-
- if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
-
- $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
- $endDate = date('Y-m-d 23:59:59', strtotime($end_date));
-
- $builder->where('policy_transaction.' . $date_type . '>=', $startDate)
- ->where('policy_transaction.' . $date_type . '<=', $endDate);
- } else {
-
- $fromDate = date('Y-m-d', strtotime('-90 days'));
- $toDate = date('Y-m-d 23:59:59');
-
- $builder->where('policy_transaction.created_at >=', $fromDate)
- ->where('policy_transaction.created_at <=', $toDate);
- }
-
- if ($client_id != 0) {
- $builder->where('policy_transaction.client_id', $client_id);
- }
-
- if ($insurer_id != 0) {
- $builder->where('policy_transaction.insurer_id', $insurer_id);
- }
-
- if ($policy_type_id != 0) {
- $builder->where('client_policy.policy_type_id', $policy_type_id);
- }
-
- if ($issuer != 0) {
- $builder->where('policy_transaction.issuer', $issuer);
- }
-
- if ($status != 0) {
- $builder->where('policy_transaction.status', $status);
- }
-
- $builder->orderBy('policy_transaction.id', 'desc');
-
- return $builder->get()->getResultArray();
- }
-
- public function getOutstandingReportList_OLD($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
- {
- $builder = $this->db->table('policy_transaction')
- ->select("
- policy_transaction.id,
- clients.client_name,
- insurers.name AS insurer_name,
- policy_type.policy_type,
- policy_transaction.endorsement_no,
- CASE
- WHEN policy_transaction.action_type = 'inception' THEN 'I'
- ELSE 'E'
- END AS action_type,
- pt_co_share_details.exp_amt,
- pt_co_share_details.variance,
- insurer_statements.invoice_amount,
- insurer_statements.invoice_status,
-
- ROUND((pt_co_share_details.actual_bp_brokerage_amt + pt_co_share_details.actual_tp_brokerage_amt + pt_co_share_details.actual_tep_brokerage_amt), 2) AS realization_amount2,
+ public function getVarienceReportLIst($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $client_branch_id = 0, $insurer_branch_id = 0, $client_policy_id = 0)
+ {
+ $builder = $this->db->table('policy_transaction')
+ ->select("
- (
- SELECT
- (SUM(inv_payment_details.inv_amt) + SUM(inv_payment_details.tds)) AS realization_amount
- FROM
- inv_payment_details
- WHERE
- inv_payment_details.statement_id = insurer_statements.id
- AND inv_payment_details.is_active = 1
-
- ) AS realization_amount,
-
- ROUND(
- insurer_statements.invoice_amount -
+ policy_transaction.id,
+ clients.client_name,
+ client_branch.branch_name as client_branch_name,
+ insurers.name AS insurer_name,
+ insurer_branch.branch_name AS insurer_branch_name,
+ policy_type.policy_type,
+ policy_transaction.policy_no,
+ policy_transaction.endorsement_no,
+
+ pt_co_share_details.exp_amt,
+ pt_co_share_details.variance,
+ ROUND ( (pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt),2) as original_premium,
+ ROUND(
(
SELECT
- (SUM(inv_payment_details.inv_amt) + SUM(inv_payment_details.tds))
+ (
+ SUM(co_share_stmt_details.actual_bp_amt) + SUM(co_share_stmt_details.actual_tp_amt) + SUM(co_share_stmt_details.actual_tep_amt)
+ ) AS total_stmt_amt
+ FROM
+ co_share_stmt_details
+ JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id and insurer_statements.is_active = 1
+ WHERE
+ co_share_stmt_details.co_share_id = pt_co_share_details.id
+ AND co_share_stmt_details.is_active = 1
+ ),
+ 2
+ ) AS statement_premium,
+
+ COALESCE(
+ (pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt), 0
+ ) -
+ COALESCE(
+ (
+ SELECT
+ SUM(co_share_stmt_details.actual_bp_amt) +
+ SUM(co_share_stmt_details.actual_tp_amt) +
+ SUM(co_share_stmt_details.actual_tep_amt)
+ FROM
+ co_share_stmt_details
+ JOIN
+ insurer_statements
+ ON
+ co_share_stmt_details.statement_id = insurer_statements.id
+ AND insurer_statements.is_active = 1
+ WHERE
+ co_share_stmt_details.co_share_id = pt_co_share_details.id
+ AND co_share_stmt_details.is_active = 1
+ ), 0
+ ) AS premium_variance_amt,
+
+
+ ROUND(
+ (
+ SELECT
+ (
+ SUM(co_share_stmt_details.actual_bp_brokerage_amt) + SUM(co_share_stmt_details.actual_tp_brokerage_amt) + SUM(co_share_stmt_details.actual_tep_brokerage_amt) + SUM(co_share_stmt_details.reward)
+ ) AS total_irda_amt
+ FROM
+ co_share_stmt_details
+ JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id and insurer_statements.is_active = 1
+ WHERE
+ co_share_stmt_details.co_share_id = pt_co_share_details.id
+ AND co_share_stmt_details.is_active = 1
+ ),
+ 2
+ ) AS statement_amount,
+
+ ROUND(
+ pt_co_share_details.exp_amt -
+ (
+ SELECT
+ (
+ SUM(co_share_stmt_details.actual_bp_brokerage_amt) +
+ SUM(co_share_stmt_details.actual_tp_brokerage_amt) +
+ SUM(co_share_stmt_details.actual_tep_brokerage_amt) + SUM(co_share_stmt_details.reward)
+ )
+ FROM co_share_stmt_details
+ JOIN insurer_statements
+ ON co_share_stmt_details.statement_id = insurer_statements.id and insurer_statements.is_active = 1
+ WHERE
+ co_share_stmt_details.co_share_id = pt_co_share_details.id
+ AND co_share_stmt_details.is_active = 1
+ ),
+ 2
+ ) AS variance_amt,
+ CASE
+ WHEN pt_co_share_details.co_share_type IN (0, 1)
+ THEN policy_transaction.policy_no
+ WHEN pt_co_share_details.co_share_type > 1
+ THEN CASE
+ WHEN pt_co_share_details.follower_policy_no IS NULL
+ OR pt_co_share_details.follower_policy_no = ''
+ THEN policy_transaction.policy_no
+ ELSE pt_co_share_details.follower_policy_no
+ END
+ ELSE policy_transaction.policy_no
+ END AS policy_no
+ ")
+ ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
+ ->join('insurer_statements', 'pt_co_share_details.statement_id = insurer_statements.id', 'left')
+ ->join('clients', 'clients.id = policy_transaction.client_id', 'left')
+ ->join('client_branch', 'client_branch.id = policy_transaction.client_branch_id', 'left')
+ ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
+ ->join('insurer_branch', 'pt_co_share_details.insurer_branch_id = insurer_branch.id', 'left')
+ ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
+ ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
+ ->where('policy_transaction.is_active', 1)
+ ->where('pt_co_share_details.is_active', 1)
+ // ->where('insurer_statements.is_active',1);
+ // ->having('variance_amt IS NOT NULL')
+ // ->having('variance_amt !=',0)
+ // ->having('premium_variance_amt IS NOT NULL')
+ // ->having('premium_variance_amt !=',0);
+
+ // ->group_start()
+ ->having('variance_amt IS NOT NULL')
+ ->orHaving('variance_amt !=', 0)
+ ->having('premium_variance_amt IS NOT NULL')
+ ->orHaving('premium_variance_amt !=', 0);
+ // ->group_end();
+ // ->where('pt_co_share_details.actual_bp_brokerage_amt IS NOT NULL AND pt_co_share_details.actual_bp_brokerage_amt != 0');
+ // ->where('pt_co_share_details.variance IS NOT NULL')
+ // ->where('pt_co_share_details.variance !=', 0);
+
+ if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
+
+ $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
+ $endDate = date('Y-m-d 23:59:59', strtotime($end_date));
+
+ $builder->where('policy_transaction.' . $date_type . '>=', $startDate)
+ ->where('policy_transaction.' . $date_type . '<=', $endDate);
+ } else {
+
+ $fromDate = date('Y-m-d', strtotime('-90 days'));
+ $toDate = date('Y-m-d 23:59:59');
+
+ $builder->where('policy_transaction.created_at >=', $fromDate)
+ ->where('policy_transaction.created_at <=', $toDate);
+ }
+
+ if ($client_id != 0) {
+ $builder->where('policy_transaction.client_id', $client_id);
+ }
+
+ if ($insurer_id != 0) {
+ $builder->where('policy_transaction.insurer_id', $insurer_id);
+ }
+
+ if ($policy_type_id != 0) {
+ $builder->where('client_policy.policy_type_id', $policy_type_id);
+ }
+
+ if ($issuer != 0) {
+ $builder->where('policy_transaction.issuer', $issuer);
+ }
+
+ if ($client_branch_id != 0) {
+ $builder->where('policy_transaction.client_branch_id', $client_branch_id);
+ }
+
+ if ($insurer_branch_id != 0) {
+ $builder->where('policy_transaction.insurer_branch_id', $insurer_branch_id);
+ }
+
+ if ($client_policy_id != 0) {
+ $builder->where('policy_transaction.client_policy_id', $client_policy_id);
+ }
+
+
+ $builder->orderBy('policy_transaction.id', 'desc');
+
+ return $builder->get()->getResultArray();
+ }
+
+ public function getBusinessReportList($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
+ {
+ $dateThreshold = date('Y-m-d H:i:s', strtotime("- 3 days"));
+ $builder = $this->db->table('policy_transaction')
+ ->select([
+ 'policy_transaction.id AS policy_trns_id',
+ 'clients.client_name',
+ 'insurers.name AS insurer_name',
+ 'policy_type.policy_type',
+ 'policy_transaction.endorsement_no',
+ "CASE
+ WHEN policy_transaction.action_type = 'inception' THEN 'I'
+ ELSE 'E'
+ END AS action_type",
+ 'policy_transaction.action_type as action_type_full',
+ 'pt_co_share_details.bp_amt',
+ 'pt_co_share_details.tp_amt',
+ 'pt_co_share_details.tep_amt',
+ 'policy_transaction.status',
+ 'CASE
+ WHEN pt_co_share_details.co_share_type IN (0, 1)
+ THEN policy_transaction.policy_no
+ WHEN pt_co_share_details.co_share_type > 1
+ THEN CASE
+ WHEN pt_co_share_details.follower_policy_no IS NULL
+ OR pt_co_share_details.follower_policy_no = ""
+ THEN policy_transaction.policy_no
+ ELSE pt_co_share_details.follower_policy_no
+ END
+ ELSE policy_transaction.policy_no
+ END AS policy_no'
+ ])
+ ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
+ ->join('clients', 'clients.id = policy_transaction.client_id', 'left')
+ ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
+ ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
+ ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
+ ->join(
+ '(SELECT policy_tran_id, MAX(created_at) AS last_policy_status_change,is_active
+ FROM policy_transaction_status
+ WHERE is_active = 1
+ GROUP BY policy_tran_id) th',
+ 'policy_transaction.id = th.policy_tran_id'
+
+ )
+ ->where("th.last_policy_status_change <= '{$dateThreshold}'", null, false)
+ ->where('policy_transaction.is_active', 1)
+ ->where("policy_transaction.status is not null", null, false)
+ ->whereNotIn("policy_transaction.status", ['completed'])
+ // ->where('policy_transaction.status', 'completed')
+ ->where('(pt_co_share_details.bp_amt IS NULL OR pt_co_share_details.bp_amt = 0)', null, false);
+
+
+ if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
+
+ $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
+ $endDate = date('Y-m-d 23:59:59', strtotime($end_date));
+
+ $builder->where('policy_transaction.' . $date_type . '>=', $startDate)
+ ->where('policy_transaction.' . $date_type . '<=', $endDate);
+ } else {
+
+ $fromDate = date('Y-m-d', strtotime('-90 days'));
+ $toDate = date('Y-m-d 23:59:59');
+
+ $builder->where('policy_transaction.created_at >=', $fromDate)
+ ->where('policy_transaction.created_at <=', $toDate);
+ }
+
+ if ($client_id != 0) {
+ $builder->where('policy_transaction.client_id', $client_id);
+ }
+
+ if ($insurer_id != 0) {
+ $builder->where('policy_transaction.insurer_id', $insurer_id);
+ }
+
+ if ($policy_type_id != 0) {
+ $builder->where('client_policy.policy_type_id', $policy_type_id);
+ }
+
+ if ($issuer != 0) {
+ $builder->where('policy_transaction.issuer', $issuer);
+ }
+
+ if ($status != 0) {
+ $builder->where('policy_transaction.status', $status);
+ }
+
+ $builder->orderBy('policy_transaction.id', 'desc');
+ // echo $builder->getCompiledSelect();
+ // exit;
+
+ $returnData = $builder->get()->getResultArray();
+
+
+
+ // dd($returnData);
+ return $returnData;
+ }
+
+ public function getFinanceReportList($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
+ {
+ $dateThreshold = date('Y-m-d H:i:s', strtotime("-90 days"));
+
+ $builder = $this->db->table('policy_transaction')
+ ->select("
+ policy_transaction.id,
+ clients.client_name,
+ insurers.name AS insurer_name,
+ policy_type.policy_type,
+ policy_transaction.policy_no,
+ policy_transaction.endorsement_no,
+ CASE
+ WHEN policy_transaction.action_type = 'inception' THEN 'I'
+ ELSE 'E'
+ END AS action_type,
+ policy_transaction.action_type AS action_type_full,
+ pt_co_share_details.exp_amt,
+ pt_co_share_details.variance,
+ policy_transaction.status,
+ CASE
+ WHEN pt_co_share_details.co_share_type IN (0, 1)
+ THEN policy_transaction.policy_no
+ WHEN pt_co_share_details.co_share_type > 1
+ THEN CASE
+ WHEN pt_co_share_details.follower_policy_no IS NULL
+ OR pt_co_share_details.follower_policy_no = ''
+ THEN policy_transaction.policy_no
+ ELSE pt_co_share_details.follower_policy_no
+ END
+ ELSE policy_transaction.policy_no
+ END AS policy_no
+ ")
+ ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
+ ->join('clients', 'clients.id = policy_transaction.client_id', 'left')
+ ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
+ ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
+ ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
+ ->join(
+ '(SELECT policy_tran_id, MAX(created_at) AS last_policy_status_change,is_active
+ FROM policy_transaction_status
+ WHERE is_active = 1
+ GROUP BY policy_tran_id) th',
+ 'policy_transaction.id = th.policy_tran_id'
+
+ )
+ ->where("th.last_policy_status_change <= '{$dateThreshold}'", null, false)
+ ->where('policy_transaction.is_active', 1)
+ // ->where('policy_transaction.status', 'completed')
+ ->where('COALESCE(pt_co_share_details.agreed_bp_per, 0) + COALESCE(pt_co_share_details.agreed_tp_per, 0) + COALESCE(pt_co_share_details.agreed_tep_per, 0) = 0')
+ ->where('COALESCE(pt_co_share_details.actual_bp_amt, 0) + COALESCE(pt_co_share_details.actual_tp_amt, 0) + COALESCE(pt_co_share_details.actual_tep_amt, 0) = 0')
+ ->where('COALESCE(pt_co_share_details.actual_bp_brokerage_amt, 0) + COALESCE(pt_co_share_details.actual_tp_brokerage_amt, 0) + COALESCE(pt_co_share_details.actual_tep_brokerage_amt, 0) = 0')
+ ->where("policy_transaction.status is not null", null, false)
+ ->whereNotIn("policy_transaction.status", ['completed']);
+
+ if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
+
+ $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
+ $endDate = date('Y-m-d 23:59:59', strtotime($end_date));
+
+ $builder->where('policy_transaction.' . $date_type . '>=', $startDate)
+ ->where('policy_transaction.' . $date_type . '<=', $endDate);
+ } else {
+
+ $fromDate = date('Y-m-d', strtotime('-90 days'));
+ $toDate = date('Y-m-d 23:59:59');
+
+ $builder->where('policy_transaction.created_at >=', $fromDate)
+ ->where('policy_transaction.created_at <=', $toDate);
+ }
+
+ if ($client_id != 0) {
+ $builder->where('policy_transaction.client_id', $client_id);
+ }
+
+ if ($insurer_id != 0) {
+ $builder->where('policy_transaction.insurer_id', $insurer_id);
+ }
+
+ if ($policy_type_id != 0) {
+ $builder->where('client_policy.policy_type_id', $policy_type_id);
+ }
+
+ if ($issuer != 0) {
+ $builder->where('policy_transaction.issuer', $issuer);
+ }
+
+ if ($status != 0) {
+ $builder->where('policy_transaction.status', $status);
+ }
+
+ $builder->orderBy('policy_transaction.id', 'desc');
+
+ return $builder->get()->getResultArray();
+ }
+
+ public function getOutstandingReportList_OLD($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
+ {
+ $builder = $this->db->table('policy_transaction')
+ ->select("
+ policy_transaction.id,
+ clients.client_name,
+ insurers.name AS insurer_name,
+ policy_type.policy_type,
+ policy_transaction.endorsement_no,
+ CASE
+ WHEN policy_transaction.action_type = 'inception' THEN 'I'
+ ELSE 'E'
+ END AS action_type,
+ pt_co_share_details.exp_amt,
+ pt_co_share_details.variance,
+ insurer_statements.invoice_amount,
+ insurer_statements.invoice_status,
+
+ ROUND((pt_co_share_details.actual_bp_brokerage_amt + pt_co_share_details.actual_tp_brokerage_amt + pt_co_share_details.actual_tep_brokerage_amt), 2) AS realization_amount2,
+
+ (
+ SELECT
+ (SUM(inv_payment_details.inv_amt) + SUM(inv_payment_details.tds)) AS realization_amount
FROM
inv_payment_details
WHERE
inv_payment_details.statement_id = insurer_statements.id
AND inv_payment_details.is_active = 1
- ),
- 2) AS outstanding_amount,
- CASE
- WHEN pt_co_share_details.co_share_type IN (0, 1)
- THEN policy_transaction.policy_no
- WHEN pt_co_share_details.co_share_type > 1
- THEN CASE
- WHEN pt_co_share_details.follower_policy_no IS NULL
- OR pt_co_share_details.follower_policy_no = ''
- THEN policy_transaction.policy_no
- ELSE pt_co_share_details.follower_policy_no
- END
- ELSE policy_transaction.policy_no
- END AS policy_no
- ")
- ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
- ->join('insurer_statements', 'pt_co_share_details.statement_id = insurer_statements.id', 'left')
- ->join('inv_payment_details', 'insurer_statements.id = inv_payment_details.statement_id', 'left')
- ->join('clients', 'clients.id = policy_transaction.client_id', 'left')
- ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
- ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
- ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
- ->where('policy_transaction.is_active', 1);
+
+ ) AS realization_amount,
+
+ ROUND(
+ insurer_statements.invoice_amount -
+ (
+ SELECT
+ (SUM(inv_payment_details.inv_amt) + SUM(inv_payment_details.tds))
+ FROM
+ inv_payment_details
+ WHERE
+ inv_payment_details.statement_id = insurer_statements.id
+ AND inv_payment_details.is_active = 1
+ ),
+ 2) AS outstanding_amount,
+ CASE
+ WHEN pt_co_share_details.co_share_type IN (0, 1)
+ THEN policy_transaction.policy_no
+ WHEN pt_co_share_details.co_share_type > 1
+ THEN CASE
+ WHEN pt_co_share_details.follower_policy_no IS NULL
+ OR pt_co_share_details.follower_policy_no = ''
+ THEN policy_transaction.policy_no
+ ELSE pt_co_share_details.follower_policy_no
+ END
+ ELSE policy_transaction.policy_no
+ END AS policy_no
+ ")
+ ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
+ ->join('insurer_statements', 'pt_co_share_details.statement_id = insurer_statements.id', 'left')
+ ->join('inv_payment_details', 'insurer_statements.id = inv_payment_details.statement_id', 'left')
+ ->join('clients', 'clients.id = policy_transaction.client_id', 'left')
+ ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
+ ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
+ ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
+ ->where('policy_transaction.is_active', 1);
- // Date range filtering
- if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
- $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
- $endDate = date('Y-m-d 23:59:59', strtotime($end_date));
+ // Date range filtering
+ if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
+ $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
+ $endDate = date('Y-m-d 23:59:59', strtotime($end_date));
- $builder->where('policy_transaction.' . $date_type . '>=', $startDate)
- ->where('policy_transaction.' . $date_type . '<=', $endDate);
- } else {
+ $builder->where('policy_transaction.' . $date_type . '>=', $startDate)
+ ->where('policy_transaction.' . $date_type . '<=', $endDate);
+ } else {
+ $fromDate = date('Y-m-d', strtotime('-90 days'));
+ $toDate = date('Y-m-d 23:59:59');
+
+ $builder->where('policy_transaction.created_at >=', $fromDate)
+ ->where('policy_transaction.created_at <=', $toDate);
+ }
+
+ // Additional filters
+ if ($client_id != 0) {
+ $builder->where('policy_transaction.client_id', $client_id);
+ }
+
+ if ($insurer_id != 0) {
+ $builder->where('policy_transaction.insurer_id', $insurer_id);
+ }
+
+ if ($policy_type_id != 0) {
+ $builder->where('client_policy.policy_type_id', $policy_type_id);
+ }
+
+ if ($issuer != 0) {
+ $builder->where('policy_transaction.issuer', $issuer);
+ }
+
+ if ($status != 0) {
+ $builder->where('policy_transaction.status', $status);
+ }
+
+ // Filter where outstanding_amount is not null
+ $builder->having('outstanding_amount IS NOT NULL');
+
+ $builder->orderBy('policy_transaction.id', 'desc');
+
+ return $builder->get()->getResultArray();
+ }
+
+ public function getOutstandingReportList($start_date = 0, $end_date = 0, $insurer_id = 0, $insurer_branch_id = 0)
+ {
+ $builder = $this->db->table('insurer_statements s')
+ ->select('
+ s.id,
+ s.insurer_id,
+ s.branch_id,
+ ins.short_name,
+ ib.branch_name,
+ s.month,
+ s.line_items,
+ s.stmt_sno,
+ s.invoice_status,
+ s.invoice_date,
+ s.invoice_no,
+ s.invoice_amount,
+ COALESCE(SUM(p.inv_amt) + SUM(p.tds) + SUM(p.gst), 0) AS total_paid,
+ (s.invoice_amount - COALESCE(SUM(p.inv_amt) + SUM(p.tds) + SUM(p.gst), 0)) AS outstanding_amount
+ ')
+ ->join('inv_payment_details p', 's.id = p.statement_id', 'left')
+ ->join('insurers ins', 's.insurer_id = ins.id')
+ ->join('insurer_branch ib', 's.branch_id = ib.id')
+ ->where('s.is_active', 1)
+ ->where('p.is_active', 1)
+ ->groupBy('s.id, s.invoice_no, s.invoice_date, s.invoice_amount')
+ ->having('outstanding_amount >', 0);
+ // ->get();
+
+
+ // Date range filtering
+ if ($start_date != 0 && $end_date != 0) {
+
+ $builder->where('s.month >=', $start_date)
+ ->where('s.month <=', $end_date);
+ }
+
+ if ($insurer_id != 0) {
+ $builder->where('s.insurer_id', $insurer_id);
+ }
+ if ($insurer_branch_id != 0) {
+ $builder->where('s.branch_id', $insurer_branch_id);
+ }
+
+ $builder->orderBy('s.id', 'desc');
+
+ return $builder->get()->getResultArray();
+ }
+
+
+ //function for fetch renewal report data
+ public function getRenewalReportData($start_date = null, $end_date = null, $client_type = null, $client = null, $issuer = null)
+ {
$fromDate = date('Y-m-d', strtotime('-90 days'));
$toDate = date('Y-m-d 23:59:59');
- $builder->where('policy_transaction.created_at >=', $fromDate)
- ->where('policy_transaction.created_at <=', $toDate);
- }
-
- // Additional filters
- if ($client_id != 0) {
- $builder->where('policy_transaction.client_id', $client_id);
- }
-
- if ($insurer_id != 0) {
- $builder->where('policy_transaction.insurer_id', $insurer_id);
- }
-
- if ($policy_type_id != 0) {
- $builder->where('client_policy.policy_type_id', $policy_type_id);
- }
-
- if ($issuer != 0) {
- $builder->where('policy_transaction.issuer', $issuer);
- }
-
- if ($status != 0) {
- $builder->where('policy_transaction.status', $status);
- }
-
- // Filter where outstanding_amount is not null
- $builder->having('outstanding_amount IS NOT NULL');
-
- $builder->orderBy('policy_transaction.id', 'desc');
-
- return $builder->get()->getResultArray();
- }
-
- public function getOutstandingReportList($start_date = 0, $end_date = 0, $insurer_id = 0, $insurer_branch_id = 0)
- {
- $builder = $this->db->table('insurer_statements s')
- ->select('
- s.id,
- s.insurer_id,
- s.branch_id,
- ins.short_name,
- ib.branch_name,
- s.month,
- s.line_items,
- s.stmt_sno,
- s.invoice_status,
- s.invoice_date,
- s.invoice_no,
- s.invoice_amount,
- COALESCE(SUM(p.inv_amt) + SUM(p.tds) + SUM(p.gst), 0) AS total_paid,
- (s.invoice_amount - COALESCE(SUM(p.inv_amt) + SUM(p.tds) + SUM(p.gst), 0)) AS outstanding_amount
- ')
- ->join('inv_payment_details p', 's.id = p.statement_id', 'left')
- ->join('insurers ins', 's.insurer_id = ins.id')
- ->join('insurer_branch ib', 's.branch_id = ib.id')
- ->where('s.is_active', 1)
- ->where('p.is_active', 1)
- ->groupBy('s.id, s.invoice_no, s.invoice_date, s.invoice_amount')
- ->having('outstanding_amount >', 0);
- // ->get();
-
-
- // Date range filtering
- if ($start_date != 0 && $end_date != 0) {
-
- $builder->where('s.month >=', $start_date)
- ->where('s.month <=', $end_date);
- }
-
- if ($insurer_id != 0) {
- $builder->where('s.insurer_id', $insurer_id);
- }
- if ($insurer_branch_id != 0) {
- $builder->where('s.branch_id', $insurer_branch_id);
- }
-
- $builder->orderBy('s.id', 'desc');
-
- return $builder->get()->getResultArray();
- }
-
-
- //function for fetch renewal report data
- public function getRenewalReportData($start_date = null, $end_date = null, $client_type = null, $client = null, $issuer = null)
- {
- $fromDate = date('Y-m-d', strtotime('-90 days'));
- $toDate = date('Y-m-d 23:59:59');
-
- if (!empty($start_date) && !empty($end_date)) {
- $fromDate = change_date_format($start_date);
- $toDate = change_date_format($end_date);
- }
-
- $query = $this->db->table('policy_transaction pt')
- ->select('
- pt.*,
- c.client_name,
- c.short_name AS client_short_name,
- c.client_type,
- policy_type.policy_type,
- i.name as insurer_name,
- ib.branch_name as insurer_branch_name,
- vehicle.vehicle_no,
- leads.status as lead_status
- ')
- ->join('clients c', 'pt.client_id = c.id', 'left')
- ->join('pt_co_share_details pt_co', 'pt.id = pt_co.pt_id and pt_co.co_share_type = 1', 'left')
- ->join('insurers i', 'pt_co.insurer_id = i.id', 'left')
- ->join('insurer_branch ib', 'pt_co.insurer_branch_id = ib.id', 'left')
- ->join('policy_type', 'pt.policy_type_id = policy_type.id', 'left')
- ->join('vehicle', 'pt.vehicle_id = vehicle.id and vehicle.is_active = 1', 'left')
- ->join('leads', 'pt.client_policy_id = leads.source_policy_id and leads.source_policy_id != 0 and leads.is_active = 1', 'left')
- ->where('pt.policy_end_date >=', $fromDate)
- ->where('pt.policy_end_date <=', $toDate)
- ->where('pt.is_active', 1)
- ->where('pt_co.is_active', 1)
- ->where('pt.action_type', "inception");
-
- // Apply filters if parameters are provided
- if (!empty($client_type)) {
- $query->where('c.client_type', $client_type);
- }
- if (!empty($client)) {
- $query->where('pt.client_id', $client);
- }
- if (!empty($issuer)) { // Corrected condition to check $issuer
- $query->where('pt.issuer', $issuer);
- }
-
- $query->groupBy('pt.id');
- $query->orderBy('pt.id', 'DESC');
- // Fetch and return results
- $results = $query->get()->getResultArray();
- // print($this->db->getLastQuery()); die;
- return $results;
- }
-
- public function getBDSRenewalData()
- {
- // Increase GROUP_CONCAT limit
- $this->db->query("SET SESSION group_concat_max_len = 1000000;");
-
- $builder = $this->db->table('policy_transaction pt');
-
- $builder->select([
- 'SUM(CASE WHEN pt.policy_end_date < CURDATE() THEN 1 ELSE 0 END) AS Expired',
- 'SUM(CASE WHEN pt.policy_end_date BETWEEN CURDATE() AND (CURDATE() + INTERVAL 1 MONTH) THEN 1 ELSE 0 END) AS `Renewal Pending`',
- 'GROUP_CONCAT(CASE WHEN pt.policy_end_date < CURDATE() THEN pt.id ELSE NULL END) AS Expired_ids',
- 'GROUP_CONCAT(CASE WHEN pt.policy_end_date BETWEEN CURDATE() AND (CURDATE() + INTERVAL 1 MONTH) THEN pt.id ELSE NULL END) AS Renewal_Pending_ids'
- ]);
- $builder->where("pt.policy_end_date IS NOT NULL", null, false);
- $builder->where('pt.is_active', 1);
-
- // Self join to check if a policy has been renewed
- $builder->join('policy_transaction renewed', 'renewed.source_client_policy_id = pt.client_policy_id and renewed.client_id = pt.client_id and renewed.client_branch_id = pt.client_branch_id', 'left');
-
- // Filter for expired or expiring policies
- $builder->where("(pt.policy_end_date < CURDATE() OR pt.policy_end_date BETWEEN CURDATE() AND (CURDATE() + INTERVAL 1 MONTH))", null, false);
-
- $builder->where('renewed.id IS NULL', null, false);
- $query = $builder->get();
- $result = $query->getResultArray();
-
- $total = 0;
- foreach ($result[0] as $key => $value) {
- if ($key !== 'Expired_ids' && $key !== 'Renewal_Pending_ids') {
- $total += $value;
+ if (!empty($start_date) && !empty($end_date)) {
+ $fromDate = change_date_format($start_date);
+ $toDate = change_date_format($end_date);
}
+
+ $query = $this->db->table('policy_transaction pt')
+ ->select('
+ pt.*,
+ c.client_name,
+ c.short_name AS client_short_name,
+ c.client_type,
+ policy_type.policy_type,
+ i.name as insurer_name,
+ ib.branch_name as insurer_branch_name,
+ vehicle.vehicle_no,
+ leads.status as lead_status
+ ')
+ ->join('clients c', 'pt.client_id = c.id', 'left')
+ ->join('pt_co_share_details pt_co', 'pt.id = pt_co.pt_id and pt_co.co_share_type = 1', 'left')
+ ->join('insurers i', 'pt_co.insurer_id = i.id', 'left')
+ ->join('insurer_branch ib', 'pt_co.insurer_branch_id = ib.id', 'left')
+ ->join('policy_type', 'pt.policy_type_id = policy_type.id', 'left')
+ ->join('vehicle', 'pt.vehicle_id = vehicle.id and vehicle.is_active = 1', 'left')
+ ->join('leads', 'pt.client_policy_id = leads.source_policy_id and leads.source_policy_id != 0 and leads.is_active = 1', 'left')
+ ->where('pt.policy_end_date >=', $fromDate)
+ ->where('pt.policy_end_date <=', $toDate)
+ ->where('pt.is_active', 1)
+ ->where('pt_co.is_active', 1)
+ ->where('pt.action_type', "inception");
+
+ // Apply filters if parameters are provided
+ if (!empty($client_type)) {
+ $query->where('c.client_type', $client_type);
+ }
+ if (!empty($client)) {
+ $query->where('pt.client_id', $client);
+ }
+ if (!empty($issuer)) { // Corrected condition to check $issuer
+ $query->where('pt.issuer', $issuer);
+ }
+
+ $query->groupBy('pt.id');
+ $query->orderBy('pt.id', 'DESC');
+ // Fetch and return results
+ $results = $query->get()->getResultArray();
+ // print($this->db->getLastQuery()); die;
+ return $results;
}
- // Ensure ID fields are arrays (not null)
- $result[0]['Expired_ids'] = $result[0]['Expired_ids'] ? $result[0]['Expired_ids'] : [];
- $result[0]['Renewal Pending_ids'] = $result[0]['Renewal_Pending_ids'] ? $result[0]['Renewal_Pending_ids'] : [];
+ public function getBDSRenewalData()
+ {
+ // Increase GROUP_CONCAT limit
+ $this->db->query("SET SESSION group_concat_max_len = 1000000;");
- // Add total count
- $result[0]['total'] = $total;
+ $builder = $this->db->table('policy_transaction pt');
- return $result[0];
- }
+ $builder->select([
+ 'SUM(CASE WHEN pt.policy_end_date < CURDATE() THEN 1 ELSE 0 END) AS Expired',
+ 'SUM(CASE WHEN pt.policy_end_date BETWEEN CURDATE() AND (CURDATE() + INTERVAL 1 MONTH) THEN 1 ELSE 0 END) AS `Renewal Pending`',
+ 'GROUP_CONCAT(CASE WHEN pt.policy_end_date < CURDATE() THEN pt.id ELSE NULL END) AS Expired_ids',
+ 'GROUP_CONCAT(CASE WHEN pt.policy_end_date BETWEEN CURDATE() AND (CURDATE() + INTERVAL 1 MONTH) THEN pt.id ELSE NULL END) AS Renewal_Pending_ids'
+ ]);
+ $builder->where("pt.policy_end_date IS NOT NULL", null, false);
+ $builder->where('pt.is_active', 1);
- public function reportBDSNew(
- $start_date = 0,
- $end_date = 0,
- $client_id = 0,
- $insurer_id = 0,
- $policy_type_id = 0,
- $date_type = 0,
- $issuer = 0,
- $client_branch_id = 0,
- $insurer_branch_id = 0,
- $client_policy_id = 0,
- $user_id = 0,
- $where = []
- ) {
-
- $date_condition = '';
+ // Self join to check if a policy has been renewed
+ $builder->join('policy_transaction renewed', 'renewed.source_client_policy_id = pt.client_policy_id and renewed.client_id = pt.client_id and renewed.client_branch_id = pt.client_branch_id', 'left');
- // ==============================
- // DATE FILTER FOR STATEMENT MONTH
- // ==============================
- if ($date_type == 'statement_month' && $start_date != 0 && $end_date != 0) {
- $date_condition = "
- AND insurer_statements.month >= '{$start_date}'
- AND insurer_statements.month <= '{$end_date}'
- ";
+ // Filter for expired or expiring policies
+ $builder->where("(pt.policy_end_date < CURDATE() OR pt.policy_end_date BETWEEN CURDATE() AND (CURDATE() + INTERVAL 1 MONTH))", null, false);
+
+ $builder->where('renewed.id IS NULL', null, false);
+ $query = $builder->get();
+ $result = $query->getResultArray();
+
+ $total = 0;
+ foreach ($result[0] as $key => $value) {
+ if ($key !== 'Expired_ids' && $key !== 'Renewal_Pending_ids') {
+ $total += $value;
+ }
+ }
+
+ // Ensure ID fields are arrays (not null)
+ $result[0]['Expired_ids'] = $result[0]['Expired_ids'] ? $result[0]['Expired_ids'] : [];
+ $result[0]['Renewal Pending_ids'] = $result[0]['Renewal_Pending_ids'] ? $result[0]['Renewal_Pending_ids'] : [];
+
+ // Add total count
+ $result[0]['total'] = $total;
+
+ return $result[0];
}
- // ==============================
- // BASE QUERY
- // ==============================
- $builder = $this->db->table('policy_transaction')
- ->select("
- policy_transaction.*,
- DATE_FORMAT(policy_transaction.policy_issue_date, '%d %b %Y') AS policy_issue_date,
- DATE_FORMAT(
- IF(policy_transaction.month IS NULL,
- policy_transaction.policy_issue_date,
- policy_transaction.month
- ), '%b %Y'
- ) AS policy_issue_month,
+ public function reportBDSNew(
+ $start_date = 0,
+ $end_date = 0,
+ $client_id = 0,
+ $insurer_id = 0,
+ $policy_type_id = 0,
+ $date_type = 0,
+ $issuer = 0,
+ $client_branch_id = 0,
+ $insurer_branch_id = 0,
+ $client_policy_id = 0,
+ $user_id = 0,
+ $where = []
+ ) {
+
+ $date_condition = '';
- CASE
- WHEN clients.client_type = 1 THEN 'Group'
- WHEN clients.client_type = 2 THEN 'Retail'
- ELSE '-'
- END AS client_type,
+ // ==============================
+ // DATE FILTER FOR STATEMENT MONTH
+ // ==============================
+ if ($date_type == 'statement_month' && $start_date != 0 && $end_date != 0) {
+ $date_condition = "
+ AND insurer_statements_oq.month >= '{$start_date}'
+ AND insurer_statements_oq.month <= '{$end_date}'
+ ";
+ }
- CASE
- WHEN policy_transaction.revenue_type = 'NA' THEN 'Fresh'
- ELSE 'Renewal'
- END AS revenue_type,
+ // ==============================
+ // BASE QUERY
+ // ==============================
- CASE
- WHEN policy_transaction.action_type = 'inception' THEN 'Policy'
- ELSE 'Endorsement'
- END AS action_type,
- clients.client_name AS client_name,
- clients.short_name AS client_short_name,
- client_branch.branch_name AS client_branch_name,
- client_branch.address1 AS client_address,
- policy_type.policy_type,
- policy_type.bap,
- insurers.name AS insurer_name,
- insurers.short_name AS insurer_short_name,
- insurer_branch.branch_name AS insurer_branch_name,
- insurer_branch.branch_code AS insurer_branch_code,
- user_profiles.first_name AS user_name,
- vehicle.vehicle_no,
- tpa.name AS tpa_name,
- pt_co_share_details.remark AS remarks,
- pt_co_share_details.cop_amt AS bp_amt,
- pt_co_share_details.exp_amt,
- pt_co_share_details.id AS pt_id,
- sales_user.first_name AS salse_person_name,
- service_user.first_name AS service_person_name,
+ // ==============================
+ // Without Statement Upload
+ // ==============================
- ROUND(pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) AS premium_wo_gst,
- ROUND((ROUND(pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) * 18 / 100), 2) AS gst_amount,
- ROUND(
- ROUND(pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) +
- ROUND((ROUND(pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) * 18 / 100), 2),
- 2) AS total_premium,
- ROUND(pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) AS tp_or_ter,
- DATEDIFF(policy_transaction.policy_end_date, CURDATE()) AS days,
- (pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per) AS agreed_tp_or_ter_per,
- pt_co_share_details.agreed_bp_per,
+ $builder2 = $this->db->table('policy_transaction')
+ ->select("
+ policy_transaction.id AS id,
+ policy_transaction.endorsement_no AS endorsement_no,
+ policy_transaction.ref AS ref,
+ DATE_FORMAT(policy_transaction.policy_issue_date, '%d %b %Y') AS policy_issue_date,
- -- ==============================
- -- SUBQUERY: Total IRDA Amount
- -- ==============================
- ROUND((
- SELECT (
- SUM(co_share_stmt_details.actual_bp_brokerage_amt) +
- SUM(co_share_stmt_details.actual_tp_brokerage_amt) +
- SUM(co_share_stmt_details.actual_tep_brokerage_amt) +
- SUM(co_share_stmt_details.reward)
- )
- FROM co_share_stmt_details
- JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
- WHERE co_share_stmt_details.co_share_id = pt_co_share_details.id
- AND co_share_stmt_details.is_active = 1
- AND insurer_statements.is_active = 1
- {$date_condition}
- ), 2) AS total_irda_amt,
+ DATE_FORMAT( policy_transaction.policy_issue_date, '%b %Y') AS policy_issue_month,
- -- Reward Only
- ROUND((
- SELECT SUM(co_share_stmt_details.reward)
- FROM co_share_stmt_details
- JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
- WHERE co_share_stmt_details.co_share_id = pt_co_share_details.id
- AND co_share_stmt_details.is_active = 1
- AND insurer_statements.is_active = 1
- {$date_condition}
- ), 2) AS reward,
+ CASE
+ WHEN 1 = 1 THEN 'no statement uploaded'
+ ELSE 'statement uploaded'
+ END AS statement_uploaded ,
- -- Billed Amount
- ROUND((
- SELECT SUM(
- COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0) +
- COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0) +
- COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0) +
- COALESCE(co_share_stmt_details.reward, 0)
- )
- FROM co_share_stmt_details
- JOIN pt_co_share_details AS pt_table ON co_share_stmt_details.co_share_id = pt_table.id
- JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
- WHERE co_share_stmt_details.co_share_id = pt_co_share_details.id
- AND co_share_stmt_details.is_active = 1
- AND pt_table.is_active = 1
- AND insurer_statements.is_active = 1
- AND insurer_statements.invoice_status IS NOT NULL
- {$date_condition}
- ), 2) AS billed_amt,
- -- Unbilled Amount
- ROUND(
- (
- (
- SELECT
- SUM(
- COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0) +
- COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0) +
- COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0) +
- COALESCE(co_share_stmt_details.reward, 0)
- )
+ CASE
+ WHEN clients.client_type = 1 THEN 'Group'
+ WHEN clients.client_type = 2 THEN 'Retail'
+ ELSE '-'
+ END AS client_type,
+
+ CASE
+ WHEN policy_transaction.revenue_type = 'NA' THEN 'Fresh'
+ ELSE 'Renewal'
+ END AS revenue_type,
+
+ CASE
+ WHEN policy_transaction.action_type = 'inception' THEN 'Policy'
+ ELSE 'Endorsement'
+ END AS action_type,
+
+ clients.client_name AS client_name,
+ clients.short_name AS client_short_name,
+ client_branch.branch_name AS client_branch_name,
+ client_branch.address1 AS client_address,
+ policy_type.policy_type,
+ policy_type.bap,
+ insurers.name AS insurer_name,
+ insurers.short_name AS insurer_short_name,
+ insurer_branch.branch_name AS insurer_branch_name,
+ insurer_branch.branch_code AS insurer_branch_code,
+ user_profiles.first_name AS user_name,
+ vehicle.vehicle_no,
+ tpa.name AS tpa_name,
+ pt_co_share_details.remark AS remarks,
+ pt_co_share_details.cop_amt AS bp_amt,
+ pt_co_share_details.exp_amt,
+ pt_co_share_details.id AS pt_id,
+ sales_user.first_name AS salse_person_name,
+ service_user.first_name AS service_person_name,
+
+ ROUND(pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) AS premium_wo_gst,
+ ROUND((ROUND(pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) * 18 / 100), 2) AS gst_amount,
+ ROUND(
+ ROUND(pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) +
+ ROUND((ROUND(pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) * 18 / 100), 2),
+ 2) AS total_premium,
+
+ ROUND(pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) AS tp_or_ter,
+ DATEDIFF(policy_transaction.policy_end_date, CURDATE()) AS days,
+ (pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per) AS agreed_tp_or_ter_per,
+ pt_co_share_details.agreed_bp_per,
+
+ -- ==============================
+ -- SUBQUERY: Total IRDA Amount
+ -- Alias Agreed Amount ...!!
+ -- ==============================
+ ROUND(pt_co_share_details.exp_amt, 2) AS total_irda_amt,
+
+ -- Reward Only
+ ROUND(0, 2) AS reward,
+
+ -- Billed Amount
+ ROUND(0, 2) AS billed_amt,
+
+ created_user.first_name AS user_name,
+
+ CASE
+ WHEN pt_co_share_details.co_share_type IN (0, 1) THEN policy_transaction.policy_no
+ WHEN pt_co_share_details.co_share_type > 1 THEN
+ CASE
+ WHEN pt_co_share_details.follower_policy_no IS NULL OR pt_co_share_details.follower_policy_no = ''
+ THEN policy_transaction.policy_no
+ ELSE pt_co_share_details.follower_policy_no
+ END
+ ELSE policy_transaction.policy_no
+ END AS policy_no
+ ")
+
+ // ==============================
+ // JOINS
+ // ==============================
+ ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
+ ->join('clients', 'clients.id = policy_transaction.client_id')
+ ->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
+ ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
+ ->join('user_profiles', 'policy_transaction.created_by = user_profiles.id', 'left')
+ ->join('vehicle', 'policy_transaction.vehicle_id = vehicle.id', 'left')
+ ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
+ ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
+ ->join('insurer_branch', 'pt_co_share_details.insurer_branch_id = insurer_branch.id', 'left')
+ ->join('tpa', 'policy_transaction.tpa_id = tpa.id', 'left')
+ ->join('tpa_branch', 'policy_transaction.tpa_branch_id = tpa_branch.id', 'left')
+ ->join('user_profiles AS sales_user', 'policy_transaction.sales_generated_by = sales_user.id', 'left')
+ ->join('user_profiles AS service_user', 'policy_transaction.serviced_by = service_user.id', 'left')
+ ->join('user_profiles AS created_user', 'policy_transaction.created_by = created_user.id', 'left')
+
+ ->where('policy_transaction.is_active', 1)
+ ->where('pt_co_share_details.is_active', 1)
+
+ // ========================================================
+ // GROUP BY Insurer Statement Months
+ // =======================================================
+ ->groupBy('policy_transaction.policy_no , pt_co_share_details.insurer_id ');
+
+ // ==============================
+ // ROLE-BASED FILTERS
+ // ==============================
+ if (
+ (!in_array(get_role_id(), [1, 5])) &&
+ !(
+ in_array(MANAGEMENT_TEAM_ID, user_team()) ||
+ in_array(FINANCE_TEAM_ID, user_team()) ||
+ in_array(BUSINESS_TEAM_ID, user_team())
+ )
+ ) {
+ if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
+ $builder2->where('policy_transaction.created_by', get_session_userid());
+ }
+ }
+
+ // ==============================
+ // ADDITIONAL FILTERS
+ // ==============================
+ if (!empty($where)) {
+ log_message('info', 'Where condition: ' . json_encode($where));
+ $builder2->where($where);
+ }
+
+ if ($start_date != 0 && $end_date != 0 && $date_type != 0 && $date_type != 'statement_month') {
+ $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
+ $endDate = date('Y-m-d 23:59:59', strtotime($end_date));
+
+ $builder2->where("policy_transaction.{$date_type} >=", $startDate)
+ ->where("policy_transaction.{$date_type} <=", $endDate);
+ }
+
+
+ // ==============================
+ // FILTER BY IDs
+ // ==============================
+ if ($client_id != 0) $builder2->where('policy_transaction.client_id', $client_id);
+ if ($insurer_id != 0) $builder2->where('policy_transaction.insurer_id', $insurer_id);
+ if ($client_branch_id != 0) $builder2->where('policy_transaction.client_branch_id', $client_branch_id);
+ if ($insurer_branch_id != 0) $builder2->where('policy_transaction.insurer_branch_id', $insurer_branch_id);
+ if ($client_policy_id != 0) $builder2->where('policy_transaction.client_policy_id', $client_policy_id);
+ if ($user_id != 0) $builder2->where('policy_transaction.created_by', $user_id);
+ if ($policy_type_id != 0) $builder2->where('client_policy.policy_type_id', $policy_type_id);
+ if ($issuer != 0) $builder2->where('policy_transaction.issuer', $issuer);
+
+ // ==============================
+ // DEFAULT 90-DAY FILTER
+ // ==============================
+ if (
+ $client_id == 0 &&
+ $insurer_id == 0 &&
+ $policy_type_id == 0 &&
+ $date_type == 0 &&
+ $issuer == 0
+ ) {
+ $fromDate = date('Y-m-d', strtotime('-90 days'));
+ $toDate = date('Y-m-d 23:59:59');
+
+ if (empty($where)) {
+ $builder2->where('policy_transaction.created_at >=', $fromDate)
+ ->where('policy_transaction.created_at <=', $toDate);
+ }
+ }
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+ // ==============================
+ // With Statement Upload
+ // ==============================
+
+ $builder = $this->db->table('policy_transaction')
+ ->select("
+ policy_transaction.id AS id,
+ policy_transaction.endorsement_no AS endorsement_no,
+ policy_transaction.ref AS ref,
+ DATE_FORMAT(policy_transaction.policy_issue_date, '%d %b %Y') AS policy_issue_date,
+ DATE_FORMAT(
+ IF(insurer_statements_oq.month IS NULL,
+ policy_transaction.policy_issue_date,
+ insurer_statements_oq.month
+ ), '%b %Y'
+ ) AS policy_issue_month,
+
+ CASE
+ WHEN insurer_statements_oq.month IS NULL THEN 'no statement uploaded'
+ ELSE 'statement uploaded'
+ END AS statement_uploaded ,
+
+
+ CASE
+ WHEN clients.client_type = 1 THEN 'Group'
+ WHEN clients.client_type = 2 THEN 'Retail'
+ ELSE '-'
+ END AS client_type,
+
+ CASE
+ WHEN policy_transaction.revenue_type = 'NA' THEN 'Fresh'
+ ELSE 'Renewal'
+ END AS revenue_type,
+
+ CASE
+ WHEN policy_transaction.action_type = 'inception' THEN 'Policy'
+ ELSE 'Endorsement'
+ END AS action_type,
+
+ clients.client_name AS client_name,
+ clients.short_name AS client_short_name,
+ client_branch.branch_name AS client_branch_name,
+ client_branch.address1 AS client_address,
+ policy_type.policy_type,
+ policy_type.bap,
+ insurers.name AS insurer_name,
+ insurers.short_name AS insurer_short_name,
+ insurer_branch.branch_name AS insurer_branch_name,
+ insurer_branch.branch_code AS insurer_branch_code,
+ user_profiles.first_name AS user_name,
+ vehicle.vehicle_no,
+ tpa.name AS tpa_name,
+ pt_co_share_details.remark AS remarks,
+ pt_co_share_details.cop_amt AS bp_amt,
+ pt_co_share_details.exp_amt,
+ pt_co_share_details.id AS pt_id,
+ sales_user.first_name AS salse_person_name,
+ service_user.first_name AS service_person_name,
+
+ ROUND(pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) AS premium_wo_gst,
+ ROUND((ROUND(pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) * 18 / 100), 2) AS gst_amount,
+ ROUND(
+ ROUND(pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) +
+ ROUND((ROUND(pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) * 18 / 100), 2),
+ 2) AS total_premium,
+
+ ROUND(pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) AS tp_or_ter,
+ DATEDIFF(policy_transaction.policy_end_date, CURDATE()) AS days,
+ (pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per) AS agreed_tp_or_ter_per,
+ pt_co_share_details.agreed_bp_per,
+
+ -- ==============================
+ -- SUBQUERY: Total IRDA Amount
+ -- Alias Agreed Amount ...!!
+ -- ==============================
+ ROUND(pt_co_share_details.exp_amt, 2) AS total_irda_amt,
+ -- Reward Only
+ ROUND((
+ SELECT SUM(co_share_stmt_details.reward)
FROM co_share_stmt_details
JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
WHERE co_share_stmt_details.co_share_id = pt_co_share_details.id
AND co_share_stmt_details.is_active = 1
+ AND insurer_statements.is_active = 1
+ AND insurer_statements.month = insurer_statements_oq.month
{$date_condition}
- )
- -
- (
- SELECT
- SUM(
- COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0) +
- COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0) +
- COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0) +
- COALESCE(co_share_stmt_details.reward, 0)
- )
+ GROUP BY('policy_transaction.policy_no , insurer_statements.month , pt_co_share_details.insurer_id')
+ ), 2) AS reward,
+
+ -- Billed Amount
+ ROUND((
+ SELECT SUM(
+ COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0) +
+ COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0) +
+ COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0) +
+ COALESCE(co_share_stmt_details.reward, 0)
+ )
FROM co_share_stmt_details
JOIN pt_co_share_details AS pt_table ON co_share_stmt_details.co_share_id = pt_table.id
JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
@@ -1977,136 +2147,154 @@ class PolicyTransactionModel extends Model
AND co_share_stmt_details.is_active = 1
AND pt_table.is_active = 1
AND insurer_statements.is_active = 1
- AND insurer_statements.invoice_status IS NULL
+ AND insurer_statements.invoice_status IS NOT NULL
+ AND insurer_statements.month = insurer_statements_oq.month
{$date_condition}
- )
- ), 2) AS unbilled_amt,
+ GROUP BY('policy_transaction.policy_no , insurer_statements.month , pt_co_share_details.insurer_id')
+ ), 2) AS billed_amt,
- created_user.first_name AS user_name,
+ created_user.first_name AS user_name,
- CASE
- WHEN pt_co_share_details.co_share_type IN (0, 1) THEN policy_transaction.policy_no
- WHEN pt_co_share_details.co_share_type > 1 THEN
- CASE
- WHEN pt_co_share_details.follower_policy_no IS NULL OR pt_co_share_details.follower_policy_no = ''
- THEN policy_transaction.policy_no
- ELSE pt_co_share_details.follower_policy_no
- END
- ELSE policy_transaction.policy_no
- END AS policy_no
- ")
+ CASE
+ WHEN pt_co_share_details.co_share_type IN (0, 1) THEN policy_transaction.policy_no
+ WHEN pt_co_share_details.co_share_type > 1 THEN
+ CASE
+ WHEN pt_co_share_details.follower_policy_no IS NULL OR pt_co_share_details.follower_policy_no = ''
+ THEN policy_transaction.policy_no
+ ELSE pt_co_share_details.follower_policy_no
+ END
+ ELSE policy_transaction.policy_no
+ END AS policy_no
+ ")
+
+ // ==============================
+ // JOINS
+ // ==============================
+ ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
+ ->join('clients', 'clients.id = policy_transaction.client_id')
+ ->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
+ ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
+ ->join('user_profiles', 'policy_transaction.created_by = user_profiles.id', 'left')
+ ->join('vehicle', 'policy_transaction.vehicle_id = vehicle.id', 'left')
+ ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
+ ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
+ ->join('insurer_branch', 'pt_co_share_details.insurer_branch_id = insurer_branch.id', 'left')
+ ->join('tpa', 'policy_transaction.tpa_id = tpa.id', 'left')
+ ->join('tpa_branch', 'policy_transaction.tpa_branch_id = tpa_branch.id', 'left')
+ ->join('user_profiles AS sales_user', 'policy_transaction.sales_generated_by = sales_user.id', 'left')
+ ->join('user_profiles AS service_user', 'policy_transaction.serviced_by = service_user.id', 'left')
+ ->join('user_profiles AS created_user', 'policy_transaction.created_by = created_user.id', 'left')
+
+
+ ->join('co_share_stmt_details', 'pt_co_share_details.id = co_share_stmt_details.co_share_id','left')
+ ->join('insurer_statements insurer_statements_oq','insurer_statements_oq.id = co_share_stmt_details.statement_id','left')
+
+ ->where('policy_transaction.is_active', 1)
+ ->where('pt_co_share_details.is_active', 1)
+ ->where('insurer_statements_oq.id IS NOT NULL')
+
+
+ // ========================================================
+ // GROUP BY Insurer Statement Months
+ // =======================================================
+ ->groupBy('policy_transaction.policy_no , pt_co_share_details.insurer_id ,insurer_statements_oq.month');
// ==============================
- // JOINS
+ // ROLE-BASED FILTERS
// ==============================
- ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
- ->join('clients', 'clients.id = policy_transaction.client_id')
- ->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
- ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
- ->join('user_profiles', 'policy_transaction.created_by = user_profiles.id', 'left')
- ->join('vehicle', 'policy_transaction.vehicle_id = vehicle.id', 'left')
- ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
- ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
- ->join('insurer_branch', 'pt_co_share_details.insurer_branch_id = insurer_branch.id', 'left')
- ->join('tpa', 'policy_transaction.tpa_id = tpa.id', 'left')
- ->join('tpa_branch', 'policy_transaction.tpa_branch_id = tpa_branch.id', 'left')
- ->join('user_profiles AS sales_user', 'policy_transaction.sales_generated_by = sales_user.id', 'left')
- ->join('user_profiles AS service_user', 'policy_transaction.serviced_by = service_user.id', 'left')
- ->join('user_profiles AS created_user', 'policy_transaction.created_by = created_user.id', 'left')
- ->where('policy_transaction.is_active', 1)
- ->where('pt_co_share_details.is_active', 1);
-
- // ==============================
- // ROLE-BASED FILTERS
- // ==============================
- if (
- (!in_array(get_role_id(), [1, 5])) &&
- !(
- in_array(MANAGEMENT_TEAM_ID, user_team()) ||
- in_array(FINANCE_TEAM_ID, user_team()) ||
- in_array(BUSINESS_TEAM_ID, user_team())
- )
- ) {
- if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
- $builder->where('policy_transaction.created_by', get_session_userid());
+ if (
+ (!in_array(get_role_id(), [1, 5])) &&
+ !(
+ in_array(MANAGEMENT_TEAM_ID, user_team()) ||
+ in_array(FINANCE_TEAM_ID, user_team()) ||
+ in_array(BUSINESS_TEAM_ID, user_team())
+ )
+ ) {
+ if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
+ $builder->where('policy_transaction.created_by', get_session_userid());
+ }
}
- }
- // ==============================
- // ADDITIONAL FILTERS
- // ==============================
- if (!empty($where)) {
- log_message('info', 'Where condition: ' . json_encode($where));
- $builder->where($where);
- }
-
- if ($start_date != 0 && $end_date != 0 && $date_type != 0 && $date_type != 'statement_month') {
- $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
- $endDate = date('Y-m-d 23:59:59', strtotime($end_date));
-
- $builder->where("policy_transaction.{$date_type} >=", $startDate)
- ->where("policy_transaction.{$date_type} <=", $endDate);
- }
-
- // JOIN FOR STATEMENT MONTH FILTER
- if ($date_type == 'statement_month' && $start_date != 0 && $end_date != 0) {
- $startDate = date('Y-m-d', strtotime($start_date));
- $endDate = date('Y-m-d', strtotime($end_date));
-
- $builder->join('co_share_stmt_details', 'pt_co_share_details.id = co_share_stmt_details.co_share_id', 'left')
- ->join('insurer_statements', 'co_share_stmt_details.statement_id = insurer_statements.id', 'left')
- ->where('insurer_statements.is_active', 1)
- ->where('insurer_statements.month >=', $startDate)
- ->where('insurer_statements.month <=', $endDate)
- ->groupBy('co_share_stmt_details.co_share_id');
- }
-
- // ==============================
- // FILTER BY IDs
- // ==============================
- if ($client_id != 0) $builder->where('policy_transaction.client_id', $client_id);
- if ($insurer_id != 0) $builder->where('policy_transaction.insurer_id', $insurer_id);
- if ($client_branch_id != 0) $builder->where('policy_transaction.client_branch_id', $client_branch_id);
- if ($insurer_branch_id != 0) $builder->where('policy_transaction.insurer_branch_id', $insurer_branch_id);
- if ($client_policy_id != 0) $builder->where('policy_transaction.client_policy_id', $client_policy_id);
- if ($user_id != 0) $builder->where('policy_transaction.created_by', $user_id);
- if ($policy_type_id != 0) $builder->where('client_policy.policy_type_id', $policy_type_id);
- if ($issuer != 0) $builder->where('policy_transaction.issuer', $issuer);
-
- // ==============================
- // DEFAULT 90-DAY FILTER
- // ==============================
- if (
- $client_id == 0 &&
- $insurer_id == 0 &&
- $policy_type_id == 0 &&
- $date_type == 0 &&
- $issuer == 0
- ) {
- $fromDate = date('Y-m-d', strtotime('-90 days'));
- $toDate = date('Y-m-d 23:59:59');
-
- if (empty($where)) {
- $builder->where('policy_transaction.created_at >=', $fromDate)
- ->where('policy_transaction.created_at <=', $toDate);
+ // ==============================
+ // ADDITIONAL FILTERS
+ // ==============================
+ if (!empty($where)) {
+ log_message('info', 'Where condition: ' . json_encode($where));
+ $builder->where($where);
}
+
+ if ($start_date != 0 && $end_date != 0 && $date_type != 0 && $date_type != 'statement_month') {
+ $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
+ $endDate = date('Y-m-d 23:59:59', strtotime($end_date));
+
+ $builder->where("policy_transaction.{$date_type} >=", $startDate)
+ ->where("policy_transaction.{$date_type} <=", $endDate);
+ }
+
+ // JOIN FOR STATEMENT MONTH FILTER
+ if ($date_type == 'statement_month' && $start_date != 0 && $end_date != 0) {
+ $startDate = date('Y-m-d', strtotime($start_date));
+ $endDate = date('Y-m-d', strtotime($end_date));
+
+ $builder->join('co_share_stmt_details cssdfilter', 'pt_co_share_details.id = cssdfilter.co_share_id', 'left')
+ ->join('insurer_statements', 'cssdfilter.statement_id = insurer_statements.id', 'left')
+ ->where('insurer_statements.is_active', 1)
+ ->where('insurer_statements.month >=', $startDate)
+ ->where('insurer_statements.month <=', $endDate)
+ ->groupBy('cssdfilter.co_share_id');
+ }
+
+ // ==============================
+ // FILTER BY IDs
+ // ==============================
+ if ($client_id != 0) $builder->where('policy_transaction.client_id', $client_id);
+ if ($insurer_id != 0) $builder->where('policy_transaction.insurer_id', $insurer_id);
+ if ($client_branch_id != 0) $builder->where('policy_transaction.client_branch_id', $client_branch_id);
+ if ($insurer_branch_id != 0) $builder->where('policy_transaction.insurer_branch_id', $insurer_branch_id);
+ if ($client_policy_id != 0) $builder->where('policy_transaction.client_policy_id', $client_policy_id);
+ if ($user_id != 0) $builder->where('policy_transaction.created_by', $user_id);
+ if ($policy_type_id != 0) $builder->where('client_policy.policy_type_id', $policy_type_id);
+ if ($issuer != 0) $builder->where('policy_transaction.issuer', $issuer);
+
+ // ==============================
+ // DEFAULT 90-DAY FILTER
+ // ==============================
+ if (
+ $client_id == 0 &&
+ $insurer_id == 0 &&
+ $policy_type_id == 0 &&
+ $date_type == 0 &&
+ $issuer == 0
+ ) {
+ $fromDate = date('Y-m-d', strtotime('-90 days'));
+ $toDate = date('Y-m-d 23:59:59');
+
+ if (empty($where)) {
+ $builder->where('policy_transaction.created_at >=', $fromDate)
+ ->where('policy_transaction.created_at <=', $toDate);
+ }
+ }
+
+
+
+
+
+ $sql1 = $builder2->getCompiledSelect();
+ $sql2 = $builder->getCompiledSelect();
+
+ $finalSql = "($sql1) UNION ALL ($sql2)
+ ORDER BY policy_no DESC, insurer_branch_name ASC, statement_uploaded ASC,
+ STR_TO_DATE(policy_issue_month, '%b %Y') ASC";
+
+
+ $result = $this->db->query($finalSql)->getResultArray();
+
+ return $result;
+
}
- // ==============================
- // ORDER & EXECUTION
- // ==============================
- $builder->orderBy('policy_transaction.id', 'desc');
- $result = $builder->get()->getResultArray();
+
- // Uncomment if you need to debug SQL
- // dd($this->db->getLastQuery());
- return $result;
}
-
-
-
-
-
-}
diff --git a/app/Views/UserList.php b/app/Views/UserList.php
index 2936af69..7561a427 100755
--- a/app/Views/UserList.php
+++ b/app/Views/UserList.php
@@ -342,6 +342,13 @@ table.dataTable tbody td {
+ get()['userData']->role;
+
+
+ ?>
@@ -511,7 +518,17 @@ table.dataTable tbody td {
@@ -522,7 +539,16 @@ table.dataTable tbody td {
@@ -673,7 +699,34 @@ table.dataTable tbody td {
BDS - All access
All access
+
+ Accounts
+ BDS - Policy Transaction
+ Policy | Endorsement | Statement Upload
+
+ BDS - Report
+ TAT wise | ACM Status wise | ACM TAT wise
+
+
+ BDS - Policy Report
+ BDS | Variance | Outstanding | IRDA | Renewal | TAT Band
+
+
+ BDS - Pending Actions
+ Finance Team
+
+
+ BDS - Masters
+ Vehicle | CD | Insurer
+
+
+ BDS - Documents
+ ✓
+
+
+
+
POS
BDS - Policy Transaction
@@ -1495,9 +1550,10 @@ table.dataTable tbody td {
container.append(``);
}
},
- error: function(xhr) {
+ error: function (xhr, status, errorThrown) {
container.html(``);
- toastr.error('Server error occurred.', 'Error');
+ console.log("Error: " + xhr.status + " - " + errorThrown);
+ if (xhr.status !== 404) toastr.error(errorThrown || xhr.responseText || 'Something went wrong', 'Error');
}
});
}
diff --git a/app/Views/batch_list.php b/app/Views/batch_list.php
index cbbc1731..d4b69dcf 100755
--- a/app/Views/batch_list.php
+++ b/app/Views/batch_list.php
@@ -82,14 +82,15 @@
-
-
+
-
-
+
-
+
+
+
+
@@ -98,7 +99,6 @@
-
@@ -135,6 +135,11 @@
failed
+
+
+ failed
+
diff --git a/app/Views/client_policy.php b/app/Views/client_policy.php
index 4d2e70e9..080c1e87 100755
--- a/app/Views/client_policy.php
+++ b/app/Views/client_policy.php
@@ -46,33 +46,40 @@
height: 0;
}
-.slider {
- position: relative;
- width: 50px;
- height: 25px;
- background-color: #fff;
- border-radius: 25px;
- box-shadow: 0 0 5px rgba(0,0,0,0.2);
- transition: 0.3s;
+.slider,
+.slider_blue {
+position: relative;
+width: 50px;
+height: 25px;
+background-color: #fff;
+border-radius: 25px;
+box-shadow: 0 0 5px rgba(0,0,0,0.2);
+transition: 0.3s;
}
-.slider::before {
- content: "";
- position: absolute;
- height: 19px;
- width: 19px;
- left: 3px;
- top: 3px;
- background-color: #ccc;
- border-radius: 50%;
- transition: 0.3s;
+.slider::before ,
+.slider_blue::before {
+content: "";
+position: absolute;
+height: 19px;
+width: 19px;
+left: 3px;
+top: 3px;
+background-color: #ccc;
+border-radius: 50%;
+transition: 0.3s;
}
input:checked + .slider {
background-color: #ff4d4d; /* red when ON */
}
-input:checked + .slider::before {
+input:checked + .slider_blue {
+ background-color: #268ef5ff; /* blue when ON */
+}
+
+input:checked + .slider::before ,
+input:checked + .slider_blue::before {
transform: translateX(25px);
background-color: #fff;
}
@@ -269,23 +276,18 @@ input:checked + .slider::before {
-
-
diff --git a/app/Views/employee_upload.php b/app/Views/employee_upload.php
index 00718a37..97885014 100755
--- a/app/Views/employee_upload.php
+++ b/app/Views/employee_upload.php
@@ -463,17 +463,26 @@ function fetchFileError(file_id) {
},
success: function(response) {
+ console.log('fetchFileError response', response);
$(this).find(".modal-body").html("");
if (response.code === 200 && response.dataStatus === true && response.data !== "") {
+
try {
// console.log((JSON.parse(response.data)));
var file_error_data = (JSON.parse(response.data));
var file_error_html = "";
+ let hasError14 = false;
+ let hasError15 = false;
+ let buttonAdded = false;
+ let error_code = 0;
+ let is_comparison_skipped = response.is_comparison_skipped ?? null;
+ let policy_id = response.policy_id ?? null;
for (var key in file_error_data['error_summary']) {
// console.log(key);
var err_id = parseInt(key);
var err_count = file_error_data['error_summary'][key];
+
switch (err_id) {
case 0:
file_error_html +=
@@ -538,6 +547,20 @@ function fetchFileError(file_id) {
"Rule conflict: Twofold relationship found within family " +
err_count + "";
break;
+ case 14:
+ hasError14 = true;
+ error_code = 14;
+ file_error_html +=
+ "This inception row was not found in the member data list. " +
+ err_count + "";
+ break;
+ case 15:
+ hasError15 = true;
+ error_code = 15;
+ file_error_html +=
+ "Inception–member data count mismatch. " + err_count + "
"
+ + file_error_data['error_message'] ?? "" ;
+ break;
default:
file_error_html += "";
@@ -565,13 +588,37 @@ function fetchFileError(file_id) {
// console.log('file_error_html_2', file_error_html)
}
+
+ // ✅ Decide when to add buttons
+ if (!buttonAdded && is_comparison_skipped != 1 && is_comparison_skipped != 0) {
+ if (hasError15 && error_code == 15) {
+ // Add after 15 (preferred if both exist)
+ file_error_html +=
+ "" +
+ "Do you want to skip the comparison?
" +
+ "" +
+ "" +
+ "";
+ buttonAdded = true;
+ } else if (hasError14 && !hasError15 && error_code == 14) {
+ // Add after 14 if 15 doesn't exist
+ file_error_html +=
+ "" +
+ "Do you want to skip the comparison?
" +
+ "" +
+ "" +
+ "";
+ buttonAdded = true;
+ }
+ }
+
if (err_id != 5 && err_id != 6 && err_id != 0) {
file_error_html += (file_error_html != "" ?
"click here to more details..." : "");
+ "' target=_blank class='text-center'>click here to more details..." : "");
}
-
+
// console.log(file_error_html);
$('#file-err-modal').find(".modal-body").html(file_error_html);
return file_error_html;
@@ -1043,5 +1090,105 @@ function checkValues() {
// return true;
}
+$(document).on('click', '#confirmYes', function() {
+ let file_id = $(this).data('id');
+ let policy_id = $(this).data('pid');
+
+ console.log('file_id', file_id);
+ console.log('policy_id', policy_id);
+
+ Swal.fire({
+ title: "Are you sure?",
+ text: "If you proceed, the comparison of the Inception and Member data list will be skipped, and the Inception file data validation process will start.",
+ icon: "warning",
+ showCancelButton: true,
+ confirmButtonText: "Yes, proceed",
+ cancelButtonText: "No, cancel",
+ confirmButtonColor: "#28a745",
+ cancelButtonColor: "#dc3545",
+ reverseButtons: true
+ }).then((result) => {
+ if (result.isConfirmed) {
+
+ $('.loader').fadeIn();
+ $('.loader-mask').fadeIn();
+
+ $.ajax({
+ url: '', // replace with actual API URL
+ type: 'GET',
+ data: { file_id: file_id, policy_id: policy_id },
+ success: function(response) {
+ console.log('API response:', response);
+
+ if (response.status === true) {
+ toastr.success(response.message, 'SUCCESS');
+ } else {
+ toastr.warning(response.message, 'WARNING');
+ }
+
+ $('.loader').fadeOut();
+ $('.loader-mask').delay(350).fadeOut('slow');
+ window.location.reload();
+ },
+ error: function(xhr) {
+ toastr.error('Failed to complete the action.');
+ console.error('API error:', xhr.responseText);
+ $('.loader').fadeOut();
+ $('.loader-mask').delay(350).fadeOut('slow');
+ window.location.reload();
+ }
+ });
+ }
+ });
+});
+
+$(document).on('click', '#confirmNo', function() {
+ let file_id = $(this).data('id');
+
+ Swal.fire({
+ title: "Are you sure?",
+ text: "If you proceed, the comparison between the Inception and Member data list will continue without skipping, and the validation process will not start until the comparison is completed.",
+ icon: "warning",
+ showCancelButton: true,
+ confirmButtonText: "Yes, proceed",
+ cancelButtonText: "No, cancel",
+ confirmButtonColor: "#28a745",
+ cancelButtonColor: "#dc3545",
+ reverseButtons: true
+ }).then((result) => {
+ if (result.isConfirmed) {
+
+ $('.loader').fadeIn();
+ $('.loader-mask').fadeIn();
+
+ $.ajax({
+ url: '', // replace with actual API URL
+ type: 'GET',
+ data: { file_id: file_id, not_skiped : true },
+ success: function(response) {
+ console.log('API response:', response);
+
+ if (response.status === true) {
+ toastr.success(response.message, 'SUCCESS');
+ } else {
+ toastr.warning(response.message, 'WARNING');
+ }
+
+ $('.loader').fadeOut();
+ $('.loader-mask').delay(350).fadeOut('slow');
+ window.location.reload();
+ },
+ error: function(xhr) {
+ toastr.error('Failed to complete the action.');
+ console.error('API error:', xhr.responseText);
+ $('.loader').fadeOut();
+ $('.loader-mask').delay(350).fadeOut('slow');
+ window.location.reload();
+ }
+ });
+ }
+ });
+});
+
//---------------------------------------------------------------------------------------------------------
\ No newline at end of file
diff --git a/app/Views/layout/header.php b/app/Views/layout/header.php
index a8f91141..5fe38d18 100755
--- a/app/Views/layout/header.php
+++ b/app/Views/layout/header.php
@@ -1254,16 +1254,16 @@
}
/* Cancel Bootstrap's .form-control for file inputs */
- input[type="file"].form-control {
- height: auto !important;
+ /* input[type="file"].form-control { */
+ /* height: auto !important;*/
/* remove forced height */
- padding: initial !important;
+ /* padding: initial !important;*/
/* reset padding */
- font-size: inherit !important;
+ /* font-size: inherit !important;*/
/* reset font size */
- line-height: normal !important;
+ /* line-height: normal !important;*/
/* reset line height */
- }
+ /* } */
/* Apply to Select2 (single select) */
@@ -1737,9 +1737,9 @@
View Endorsement
-
+
Test Members List
@@ -1752,7 +1752,7 @@
-
+
@@ -1881,7 +1881,7 @@
-
+
![]()
-
+
-
+
@@ -1929,7 +1929,7 @@
BDS
-
+
Variance
@@ -2009,6 +2009,11 @@
Vehicle Master
+
+
+ Insurer Master
+
+
diff --git a/app/Views/leads_dash.php b/app/Views/leads_dash.php
index 1d8974cd..4fec7de9 100644
--- a/app/Views/leads_dash.php
+++ b/app/Views/leads_dash.php
@@ -209,9 +209,13 @@ $isActive = get_role_id() == STAFF_ROLE_ID && in_array(ENROLLMENT_TEAM_ID, user_
$index = 0;
foreach ($lead_data as $key => $value) : ?>
20 ? substr($formattedStatus, 0, 15) . '...' : $formattedStatus;
$showTooltip = strlen($formattedStatus) > 20;
?>
diff --git a/app/Views/leads_list.php b/app/Views/leads_list.php
index 1b411599..1762f32c 100644
--- a/app/Views/leads_list.php
+++ b/app/Views/leads_list.php
@@ -164,7 +164,7 @@ table.dataTable tbody td {
- S.No
+ S.No
Lead Type
Issuer
Client Type
@@ -209,8 +209,10 @@ table.dataTable tbody td {
-
-
+
@@ -331,12 +333,19 @@ table.dataTable tbody td {
document.body.appendChild(customDropdown);
- row.addEventListener("click", function(event) {
- // Ignore clicks on the action column
- if (event.target.closest('td:last-child')) {
- return;
- }
-
+ row.addEventListener("click", function(event) {
+
+ // 1. CRITICAL CHECK: Stop propagation if the click came from the dropdown toggle itself.
+ if (event.target.closest('.dropdown-toggle')) {
+ event.stopPropagation();
+
+ // **IMPORTANT:** Since you're using a custom script, you need to
+ // manually trigger the logic for your custom detached dropdown here.
+ // The code below should run when the dropdown toggle is clicked:
+ const originalDropdown = event.target.closest('.btn-group').querySelector('.dropdown-menu');
+ if (originalDropdown) {
+
+ // This is the code that opens your custom dropdown
if (activeDropdown) {
activeDropdown.style.display = 'none';
}
@@ -349,8 +358,32 @@ table.dataTable tbody td {
customDropdown.style.top = `${rect.bottom + 5}px`;
activeDropdown = customDropdown;
- event.stopPropagation();
- });
+ }
+
+ return; // Exit the row listener early
+ }
+
+ // 2. Ignore clicks on the entire action column (your existing, good check)
+ if (event.target.closest('td:last-child')) {
+ return;
+ }
+
+ // ... rest of your row logic for general row clicks ...
+
+ if (activeDropdown) {
+ activeDropdown.style.display = 'none';
+ }
+
+ const rect = event.target.getBoundingClientRect();
+
+ customDropdown.style.display = 'block';
+ customDropdown.style.position = 'fixed';
+ customDropdown.style.left = `${rect.left}px`;
+ customDropdown.style.top = `${rect.bottom + 5}px`;
+
+ activeDropdown = customDropdown;
+ event.stopPropagation(); // Only needed if there is a parent handler
+ });
// Handle clicks on dropdown items
customDropdown.querySelectorAll('.dropdown-item').forEach(item => {
diff --git a/app/Views/mail_template.php b/app/Views/mail_template.php
new file mode 100644
index 00000000..22582cf5
--- /dev/null
+++ b/app/Views/mail_template.php
@@ -0,0 +1,98 @@
+
+
+
+
+
+
+ Email Notification
+
+
+
+
+
+
+
+
+
+
+
+
+ 
+
+
+ ; ?>)
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+ © Nhance India Insurance Broking Pvt Ltd
+
+
+
+
+
+
+
+
+
+
+
diff --git a/app/Views/policy_transaction_endorsement_form.php b/app/Views/policy_transaction_endorsement_form.php
index 4071282f..06f02de4 100644
--- a/app/Views/policy_transaction_endorsement_form.php
+++ b/app/Views/policy_transaction_endorsement_form.php
@@ -1005,6 +1005,7 @@
setTimeout(function(){
$('#policy_start_date').val(res.data.policy_start_date);
$('#policy_end_date').val(res.data.policy_end_date);
+ $('#insurer_id').val(res.data.insurer_branch_id + '-' + res.data.insurer_id);
}, 1500)
$('#policy_no').val(res.data.policy_no);
@@ -1347,15 +1348,39 @@
// $('#co_ter_premium_' + input).val(cotep.toFixed(2));
// }
- function checkAndDistributeTax(input)
- {
+ function checkAndDistributeTax(input){
+
const event = window.event;
console.log("Event id:", event.target.id);
+ let policy_type_id = $('#client_policy_id').find('option:selected').attr('data-ptid');
+ policy_type_id = parseInt(policy_type_id);
+ console.log('policy_type_id', policy_type_id);
+
let cgst = parseFloat($('#cgst_' + input).val());
let sgst = parseFloat($('#sgst_' + input).val());
let igst = parseFloat($('#igst_' + input).val());
+ // ✅ Allow 0 only for policy types 2, 5, 7
+ const allowZero = [1,2,3,4,5,6,7,38,39,40].includes(policy_type_id);
+ console.log("allowZero", allowZero);
+
+ // 🔒 Validation: Disallow 0 or negative values for other policy types
+ if (!allowZero) {
+ if ((cgst <= 0 && (event.target.id).startsWith('cgst')) ||
+ (sgst <= 0 && (event.target.id).startsWith('sgst')) ||
+ (igst <= 0 && (event.target.id).startsWith('igst'))) {
+
+ toastr.warning('Tax value must be greater than 0 for this policy type.');
+ $('#'+ event.target.id).val('');
+ $('#igst_' + input).val('');
+ $('#cgst_' + input).val('');
+ $('#sgst_' + input).val('');
+
+ return;
+ }
+ }
+
if (((event.target.id).startsWith('cgst'))) {
if (!isFinite(cgst) || isNaN(cgst) || cgst === undefined) {
diff --git a/app/Views/policy_transaction_inception_form.php b/app/Views/policy_transaction_inception_form.php
index f196a35e..75a0376d 100644
--- a/app/Views/policy_transaction_inception_form.php
+++ b/app/Views/policy_transaction_inception_form.php
@@ -2322,13 +2322,37 @@
// }
function checkAndDistributeTax(input){
+
const event = window.event;
console.log("Event id:", event.target.id);
+ let policy_type_id = parseInt($('#policy_type_id').val());
+ console.log('policy_type_id', policy_type_id);
+
let cgst = parseFloat($('#cgst_' + input).val());
let sgst = parseFloat($('#sgst_' + input).val());
let igst = parseFloat($('#igst_' + input).val());
+ // ✅ Allow 0 only for policy types 2, 5, 7
+ const allowZero = [1,2,3,4,5,6,7,38,39,40].includes(policy_type_id);
+ console.log("allowZero", allowZero);
+
+ // 🔒 Validation: Disallow 0 or negative values for other policy types
+ if (!allowZero) {
+ if ((cgst <= 0 && (event.target.id).startsWith('cgst')) ||
+ (sgst <= 0 && (event.target.id).startsWith('sgst')) ||
+ (igst <= 0 && (event.target.id).startsWith('igst'))) {
+
+ toastr.warning('Tax value must be greater than 0 for this policy type.');
+ $('#'+ event.target.id).val('');
+ $('#igst_' + input).val('');
+ $('#cgst_' + input).val('');
+ $('#sgst_' + input).val('');
+
+ return;
+ }
+ }
+
if (((event.target.id).startsWith('cgst'))) {
if (!isFinite(cgst) || isNaN(cgst) || cgst === undefined) {
diff --git a/app/Views/report_bds.php b/app/Views/report_bds.php
index 446f2ada..5a1786f4 100644
--- a/app/Views/report_bds.php
+++ b/app/Views/report_bds.php
@@ -117,7 +117,7 @@ table.dataTable tbody td {
$row){ ?>
+
+
-
-
-
-
+
+
+
+
-
-
- Filter
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
+
+
+
+
+
+
-
-
-
-
-
+
+
\ No newline at end of file
+ //for the change title
+ function changeTitle(input) {
+
+ let val = $(input).val();
+ if (val == 'statement_month') {
+ $('#bds_title').text(' - Statement Month Wise List')
+ } else {
+ $('#bds_title').text(' - Policy Wise List')
+ }
+
+ }
+
\ No newline at end of file
diff --git a/app/Views/report_bds_new.php b/app/Views/report_bds_new.php
new file mode 100644
index 00000000..4f02d0e6
--- /dev/null
+++ b/app/Views/report_bds_new.php
@@ -0,0 +1,654 @@
+
+
+
+
+
+
+
+
+ BDS Report
+
+
+
+
+
+
+
+ Total Premium:
+
+
+
+ Total Rewards: 0.00
+
+
+
+ Total IRDA Revenue INR: 0.00
+
+
+
+ Total Billed Amount: 0.00
+
+
+
+ Total Unbilled Amount: 0.00
+
+
+
+ Total Policy Count:
+
+
+
+
+
+
+
+ S. No
+ User
+ Month
+
+
+
+ Insured Name
+ Policy/
Endorsement
+ Policy Type
+
+
+ Policy No
+ Endorsement No
+
+ Insurer Branch
+
+
+
+
+
+
+
+
+
+
+
+ BP Premium
+ TP/Ter Premium
+
+
+ Total Premium
+ BP %
+ TP/Ter %
+ Rewards
+ Agreed Amount
+ Invoiced Amount
+ Outstanding Amount
+
+
+
+
+
+
+
+
+ $row){
+
+ $policy_no = $row['policy_no'];
+
+ $policy_updated_month = $row['policy_issue_month'];
+
+ $policy_type = $row['policy_type'];
+
+ $statement_status = $row['statement_uploaded'];
+
+ $client_name = $row['client_name'];
+
+ $insurer_branch_name = $row['insurer_branch_name'];
+
+
+
+ $uniqueRecord = "$policy_no-$policy_updated_month-$policy_type-$client_name-$insurer_branch_name-$statement_status" ;
+
+ // irrespective of months or multiple months
+ $uniqueAgreedAmountPerInsurer = "$policy_no-$policy_type-$client_name-$insurer_branch_name" ;
+
+
+ $pastMonth = explode("-",$uniqueRecord )[1] ;
+ $currentMonth = $policy_updated_month ;
+
+ $pastStatementStatus = explode("-",$uniqueRecord )[5] ;
+ $currentStatementStatus = $statement_status;
+
+ if(
+ isset($uniquePoliciesReport[$uniqueRecord])
+ && $pastStatementStatus == $currentStatementStatus
+ ){
+ continue ;
+ }else{
+
+ if(isset($uniqueAgreedAmountList[$uniqueAgreedAmountPerInsurer]) ){
+
+
+ $uniqueAgreedAmountList[$uniqueAgreedAmountPerInsurer] -= $row['billed_amt'];
+ $row['total_irda_amt'] = $pastMonth == $currentMonth ? $row['total_irda_amt'] : 0 ;
+ $row['outstanding_amt'] = $uniqueAgreedAmountList[$uniqueAgreedAmountPerInsurer];
+ $row['multiple_months'] = $pastMonth == $currentMonth ? false : true ;
+ }
+ else{
+ $row['outstanding_amt'] = $row['total_irda_amt'] - $row['billed_amt'];
+ $uniqueAgreedAmountList[$uniqueAgreedAmountPerInsurer] = $row['total_irda_amt'] ;
+ $row['multiple_months'] = false;
+ }
+
+
+
+ $uniquePoliciesReport[$uniqueRecord] = $row;
+ }
+
+
+
+
+
+
+ }
+
+
+
+
+
+
+ $report_list = array_values($uniquePoliciesReport);
+
+ ?>
+
+
+
+ $row){
+
+ ?>
+
+ " class="mdi mdi-pencil" >
+ %
+ %
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
\ No newline at end of file
diff --git a/test.http b/test.http
deleted file mode 100644
index a3e3125a..00000000
--- a/test.http
+++ /dev/null
@@ -1,100 +0,0 @@
-
-
-
-
-
-
-
-
-
-POST https://testtips.vidalhealthtpa.com:7443/mobilerest/vidalbrokerservices/submitClaim
-Authorization: Basic dmlkYWxicm9rZXJsb2dpbjp2aWRhbHN0YWdlQDEyMw==
-Cookie: JSESSIONID=678ofNbsfB8svK1lyV6rON3w.worker1
-Content-Type: multipart/form-data; boundary=WebApiBoundary
-
---WebApiBoundary
-Content-Disposition: form-data; name="username"
-
-Web_api
---WebApiBoundary
-Content-Disposition: form-data; name="password"
-
-Web@api
---WebApiBoundary
-Content-Disposition: form-data; name="policyNo"
-
-CI/TEST/POLICY/123456
---WebApiBoundary
-Content-Disposition: form-data; name="enrollmentId"
-
-BLR-RG-H0351-043-0000002-A
---WebApiBoundary
-Content-Disposition: form-data; name="typeOfClaim"
-
-Main hospitalization claim
---WebApiBoundary
-Content-Disposition: form-data; name="claimSubType"
-
-Hospitalization
---WebApiBoundary
-Content-Disposition: form-data; name="requestedAmount"
-
-4500
---WebApiBoundary
-Content-Disposition: form-data; name="ailmentType"
-
-Non covid
---WebApiBoundary
-Content-Disposition: form-data; name="admissionDate"
-
-20-03-2025
---WebApiBoundary
-Content-Disposition: form-data; name="dischargeDate"
-
-23-03-2025
---WebApiBoundary
-Content-Disposition: form-data; name="hospitalName"
-
-A G HOSPITAL NEW
---WebApiBoundary
-Content-Disposition: form-data; name="empanelmentNo"
-
-HOS-PON-010427
---WebApiBoundary
-Content-Disposition: form-data; name="documentType"
-
-Claim
---WebApiBoundary
-Content-Disposition: form-data; name="ailmentName"
-
-Cold
---WebApiBoundary
-Content-Disposition: form-data; name="hospitalAddress"
-
-abc
---WebApiBoundary
-Content-Disposition: form-data; name="hospitalState"
-
-karnataka
---WebApiBoundary
-Content-Disposition: form-data; name="hospitalCity"
-
-bangalore
---WebApiBoundary
-Content-Disposition: form-data; name="hospitalPinCode"
-
-560036
---WebApiBoundary
-Content-Disposition: form-data; name="hospitalPhoneNo"
-
-7656879899
---WebApiBoundary
-Content-Disposition: form-data; name="File"; filename="tracker.pdf"
-Content-Type: application/pdf
-
-< ./C:\Users\jvadi\Downloads\Tickets - Business Show_ Chennai (India) (06_11_2025 14_00_00) - vadivel.pdf
---WebApiBoundary--
-
-
-// claim
-